Cherry Tree Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Cherry Tree Wealth Management’s Portfolio IDV Stock Details IDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$482K	Hold	11,425	–	–	0.09%	102
2026 Q2	$473K	Sell	11,425 -450	-4%	-$19.7K	0.09%	102
2026 Q1	$505K	Sell	11,875 -784	-6%	-$32.9K	0.11%	94
2025 Q4	$499K	Hold	12,659	–	–	0.11%	98
2025 Q3	$463K	Sell	12,659 -142	-1%	-$5.11K	0.1%	101
2025 Q2	$442K	Hold	12,801	–	–	0.1%	101
2025 Q1	$397K	Sell	12,801 -1,314	-9%	-$38.6K	0.1%	107
2024 Q4	$386K	Buy	14,115 +1,078	+8%	+$30.9K	0.1%	110
2024 Q3	$394K	Hold	13,037	–	–	0.09%	112
2024 Q2	$361K	Hold	13,037	–	–	0.09%	112
2024 Q1	$366K	Sell	13,037 -795	-6%	-$22K	0.09%	110
2023 Q4	$387K	Sell	13,832 -466	-3%	-$12.2K	0.1%	104
2023 Q3	$363K	Hold	14,298	–	–	0.11%	99
2023 Q2	$376K	Buy	+14,298	New	+$390K	0.11%	98

Other funds holding IDV

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Cherry Tree Wealth Management's IDV Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares International Select Dividend ETF (IDV) position steady in Q3 2026 at 11,425 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #102.

Cherry Tree Wealth Management first reported a position in IDV in Q2 2023 and has held it in 14 quarters since. The position peaked at $505K in Q1 2026. 193 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

Cherry Tree Wealth Management held 11,425 shares of iShares International Select Dividend ETF worth $482K as of Q3 2026.
Cherry Tree Wealth Management left its iShares International Select Dividend ETF share count unchanged in Q3 2026.
iShares International Select Dividend ETF made up 0.09% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #102 holding.
Cherry Tree Wealth Management first reported a position in iShares International Select Dividend ETF in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's iShares International Select Dividend ETF position peaked at $505K in Q1 2026.
193 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.