Arkadios Wealth Advisors IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF

Ownership history in Arkadios Wealth Advisors  ·  6 quarters on record

AI Ownership Summary

Arkadios Wealth Advisors reported ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.16% in 2024 Q3. The latest visible filing shows IDV at 0.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arkadios Wealth Advisors's position in ISHARES INTERNATIONAL SELECT DIVIDEND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IDV was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.16% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arkadios Wealth Advisors held IDV — position size vs. price
% of Fund (quarterly)    IDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 757,654 +38,754 +5.4% 0.58% $29.9M 2026-02-14 (Est.) $43.21
2025 Q3 ADDED 718,900 +39,121 +5.8% 0.63% $26.3M 2025-10-29 $36.85
2025 Q2 REDUCED 679,779 -5,948 -0.9% 0.69% $23.5M 2025-08-04 $34.25
2025 Q1 ADDED 685,727 +13,767 +2.0% 0.80% $21.3M 2025-05-08 $30.79
2024 Q4 REDUCED 671,960 -3,484 -0.5% 1.00% $18.4M 2025-01-15 $26.08
2024 Q3 INITIATED 675,444 1.16% $20.4M 2024-10-24 $27.07

FAQ About Arkadios Wealth Advisors and IDV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arkadios Wealth Advisors reported owning IDV?

Arkadios Wealth Advisors reported IDV across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported IDV position in Arkadios Wealth Advisors's portfolio?

The largest reported portfolio weight for IDV was 1.16% in 2024 Q3.

What is the latest reported IDV position on this page?

The most recent filing on this page is 2025 Q4, when Arkadios Wealth Advisors reported 757,654 shares, equal to 0.58% of portfolio, with an estimated market value of $29.9M.

What does the chart on this IDV ownership page compare?

The chart compares Arkadios Wealth Advisors's quarterly IDV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arkadios Wealth Advisors time their IDV position?

Based on 13F filing dates vs. subsequent IDV price moves, Arkadios Wealth Advisors correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on IDV relative to SPY over the holding period was +24.8%.

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