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 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	Sell	7,228 -295,799	-98%	-$9.07M	0.04%	314
2018 Q3	$9.05M	Buy	303,027 +21,386	+8%	+$699K	0.11%	192
2018 Q2	$8.85M	Buy	281,641 +272,721	+3,057%	+$9.12M	0.1%	214
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 $1.37T 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 Management's IDV Position: Q1 2026 in Review

Cornerstone Wealth Management increased its iShares International Select Dividend ETF (IDV) stake by 70% in Q1 2026, buying an estimated $293K and bringing the position to 16,905 shares worth $719K. The position accounts for 0.04% of the portfolio, ranked #371.

Cornerstone Wealth Management first reported a position in IDV in Q3 2016 and has held it in 13 quarters since. The position peaked at $9.05M in Q3 2018. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Cornerstone Wealth Management held 16,905 shares of iShares International Select Dividend ETF worth $719K as of Q1 2026.
Cornerstone Wealth Management bought 6,966 iShares International Select Dividend ETF shares in Q1 2026, an estimated $293K.
iShares International Select Dividend ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q1 2026, its #371 holding.
Cornerstone Wealth Management first reported a position in iShares International Select Dividend ETF in Q3 2016 and has held it in 13 quarters since.
Cornerstone Wealth Management's iShares International Select Dividend ETF position peaked at $9.05M in Q3 2018.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.