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

Cornerstone 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 Q2	$1.06M	Buy	25,669 +8,764	+52%	+$384K	0.05%	328
2026 Q1	$719K	Buy	16,905 +6,966	+70%	+$293K	0.04%	371
2025 Q4	$392K	Buy	9,939 +4,067	+69%	+$154K	0.02%	481
2025 Q3	$215K	Buy	+5,872	New	+$211K	0.01%	629
2019 Q2	–	Sell	-7,215	Closed	-$318K	–	424
2019 Q1	$318K	Sell	7,215 -13	-0.2%	-$401	0.04%	373
2018 Q4	$207K	Buy	+7,228	New	+$222K	0.04%	314
2018 Q1	$290K	Sell	8,920 -131	-1%	-$4.46K	0.06%	297
2017 Q4	$310K	Hold	9,051	–	–	0.06%	301
2017 Q3	$301K	Buy	9,051 +2,073	+30%	+$69.2K	0.06%	284
2017 Q2	$226K	Buy	+6,978	New	+$226K	0.05%	328
2017 Q1	–	Sell	-7,215	Closed	-$216K	–	345
2016 Q4	$216K	Sell	7,215 -150	-2%	-$4.38K	0.07%	257
2016 Q3	$220K	Buy	+7,365	New	+$218K	0.08%	238

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 Management's IDV Position: Q2 2026 in Review

Cornerstone Wealth Management increased its iShares International Select Dividend ETF (IDV) stake by 52% in Q2 2026, buying an estimated $384K and bringing the position to 25,669 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #328.

Cornerstone Wealth Management first reported a position in IDV in Q3 2016 and has held it in 12 quarters since. 629 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Cornerstone Wealth Management held 25,669 shares of iShares International Select Dividend ETF worth $1.06M as of Q2 2026.
Cornerstone Wealth Management bought 8,764 iShares International Select Dividend ETF shares in Q2 2026, an estimated $384K.
iShares International Select Dividend ETF made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #328 holding.
Cornerstone Wealth Management first reported a position in iShares International Select Dividend ETF in Q3 2016 and has held it in 12 quarters since.
629 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.