Fortress Financial Group’s iShares International Dividend Active ETF BIDD Stock Holding History

Fortress Financial Group’s Portfolio BIDD Stock Details BIDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.3M	Sell	81,055 -17,490	-18%	-$522K	1.7%	14
2025 Q4	$2.84M	Sell	98,545 -5,742	-6%	-$163K	2.1%	12
2025 Q3	$2.92M	Sell	104,287 -21,891	-17%	-$596K	2.24%	11
2025 Q2	$3.44M	Sell	126,178 -225,105	-64%	-$5.93M	2.92%	9
2025 Q1	$9.09M	Buy	351,283 +18,626	+6%	+$484K	9.08%	3
2024 Q4	$8.21M	Buy	+332,657	New	+$8.43M	8.16%	3

Other funds holding BIDD

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

VPP

Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

Fortress Financial Group's BIDD Position: Q1 2026 in Review

Fortress Financial Group reduced its iShares International Dividend Active ETF (BIDD) stake by 18% in Q1 2026, selling an estimated $522K and leaving 81,055 shares worth $2.3M. The position accounts for 1.7% of the portfolio, ranked #14.

Fortress Financial Group first reported a position in BIDD in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.09M in Q1 2025. 87 funds tracked by Wall St. Rank hold BIDD as of Q1 2026.

Fortress Financial Group held 81,055 shares of iShares International Dividend Active ETF worth $2.3M as of Q1 2026.
Fortress Financial Group sold 17,490 iShares International Dividend Active ETF shares in Q1 2026, an estimated $522K.
iShares International Dividend Active ETF made up 1.7% of Fortress Financial Group's portfolio in Q1 2026, its #14 holding.
Fortress Financial Group first reported a position in iShares International Dividend Active ETF in Q4 2024 and has held it in 6 quarters since.
Fortress Financial Group's iShares International Dividend Active ETF position peaked at $9.09M in Q1 2025.
87 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.