Elite Financial’s iShares International Select Dividend ETF IDV Stock Holding History

Elite Financial’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	$1.44M	Sell	34,845 -350	-1%	-$15.3K	0.58%	23
2026 Q1	$1.5M	Sell	35,195 -1,050	-3%	-$44.1K	0.67%	22
2025 Q4	$1.43M	Hold	36,245	–	–	0.65%	22
2025 Q3	$1.38M	Sell	36,245 -1,100	-3%	-$39.6K	0.63%	22
2025 Q2	$1.32M	Buy	37,345 +1,300	+4%	+$42.4K	0.65%	22
2025 Q1	$1.12M	Sell	36,045 -1,366	-4%	-$40.1K	0.59%	22
2024 Q4	$1.02M	Buy	+37,411	New	+$1.07M	0.55%	23

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

Elite Financial's IDV Position: Q2 2026 in Review

Elite Financial reduced its iShares International Select Dividend ETF (IDV) stake by 0.99% in Q2 2026, selling an estimated $15.3K and leaving 34,845 shares worth $1.44M. The position accounts for 0.58% of the portfolio, ranked #23.

Elite Financial first reported a position in IDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q1 2026. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Elite Financial held 34,845 shares of iShares International Select Dividend ETF worth $1.44M as of Q2 2026.
Elite Financial sold 350 iShares International Select Dividend ETF shares in Q2 2026, an estimated $15.3K.
iShares International Select Dividend ETF made up 0.58% of Elite Financial's portfolio in Q2 2026, its #23 holding.
Elite Financial first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Elite Financial's iShares International Select Dividend ETF position peaked at $1.5M in Q1 2026.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Elite Financial's 13F filing for Q2 2026, filed 13 Aug 2026.