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 Q2	$2.1M	Buy	50,705 +3,240	+7%	+$142K	0.12%	133
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cornerstone Wealth Group's IDV Position: Q2 2026 in Review

Cornerstone Wealth Group increased its iShares International Select Dividend ETF (IDV) stake by 6.8% in Q2 2026, buying an estimated $142K and bringing the position to 50,705 shares worth $2.1M. The position accounts for 0.12% of the portfolio, ranked #133.

Cornerstone Wealth Group first reported a position in IDV in Q2 2025 and has held it in 5 quarters since. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Cornerstone Wealth Group held 50,705 shares of iShares International Select Dividend ETF worth $2.1M as of Q2 2026.
Cornerstone Wealth Group bought 3,240 iShares International Select Dividend ETF shares in Q2 2026, an estimated $142K.
iShares International Select Dividend ETF made up 0.12% of Cornerstone Wealth Group's portfolio in Q2 2026, its #133 holding.
Cornerstone Wealth Group first reported a position in iShares International Select Dividend ETF in Q2 2025 and has held it in 5 quarters since.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.