Cornerstone Wealth Group’s iShares International Select Dividend ETF IDV Stock Holding History

Cornerstone Wealth Group’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 Q1	$2.07M	Buy	47,465 +25,917	+120%	+$1.09M	0.13%	125
2025 Q4	$850K	Buy	21,548 +1,612	+8%	+$61.1K	0.06%	167
2025 Q3	$729K	Buy	19,936 +9,815	+97%	+$353K	0.05%	169
2025 Q2	$349K	Buy	+10,121	New	+$330K	0.03%	225

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cornerstone Wealth Group's IDV Position: Q1 2026 in Review

Cornerstone Wealth Group increased its iShares International Select Dividend ETF (IDV) stake by 120% in Q1 2026, buying an estimated $1.09M and bringing the position to 47,465 shares worth $2.07M. The position accounts for 0.13% of the portfolio, ranked #125.

Cornerstone Wealth Group first reported a position in IDV in Q2 2025 and has held it in 4 quarters since. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Cornerstone Wealth Group held 47,465 shares of iShares International Select Dividend ETF worth $2.07M as of Q1 2026.
Cornerstone Wealth Group bought 25,917 iShares International Select Dividend ETF shares in Q1 2026, an estimated $1.09M.
iShares International Select Dividend ETF made up 0.13% of Cornerstone Wealth Group's portfolio in Q1 2026, its #125 holding.
Cornerstone Wealth Group first reported a position in iShares International Select Dividend ETF in Q2 2025 and has held it in 4 quarters since.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.