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Guardian Partners’s iShares International Select Dividend ETF IDV Stock Holding History

Guardian Partners’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 		– Sell
-5,598
Closed -$239K – 201
2025
Q4 		$239K Buy
+5,598
New +$212K 0.02% 194

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Envestnet Asset Management
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Ameriprise
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guardian Partners's IDV Position: Q1 2026 in Review

Guardian Partners sold out of iShares International Select Dividend ETF (IDV) in Q1 2026, closing a stake of 5,598 shares — an estimated $239K sold.

Guardian Partners first reported a position in IDV in Q4 2025 and held it in 1 quarter. The position peaked at $239K in Q4 2025. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

  • Guardian Partners reported no remaining iShares International Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Guardian Partners sold 5,598 iShares International Select Dividend ETF shares in Q1 2026, an estimated $239K.
  • Guardian Partners first reported a position in iShares International Select Dividend ETF in Q4 2025 and held it in 1 quarter.
  • Guardian Partners's iShares International Select Dividend ETF position peaked at $239K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.