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

Investment Research 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
Q2 		$1.45M Sell
34,966
-524
-1% -$23K 0.49% 40
2026
Q1 		$1.51M Sell
35,490
-203
-0.6% -$8.53K 0.61% 34
2025
Q4 		$1.41M Buy
35,693
+270
+0.8% +$10.2K 0.6% 31
2025
Q3 		$1.33M Buy
+35,423
New +$1.27M 0.6% 34

Other funds holding IDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Investment Research Partners's IDV Position: Q2 2026 in Review

Investment Research Partners reduced its iShares International Select Dividend ETF (IDV) stake by 1.5% in Q2 2026, selling an estimated $23K and leaving 34,966 shares worth $1.45M. The position accounts for 0.49% of the portfolio, ranked #40.

Investment Research Partners first reported a position in IDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.51M in Q1 2026. 496 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Investment Research Partners held 34,966 shares of iShares International Select Dividend ETF worth $1.45M as of Q2 2026.
  • Investment Research Partners sold 524 iShares International Select Dividend ETF shares in Q2 2026, an estimated $23K.
  • iShares International Select Dividend ETF made up 0.49% of Investment Research Partners's portfolio in Q2 2026, its #40 holding.
  • Investment Research Partners first reported a position in iShares International Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's iShares International Select Dividend ETF position peaked at $1.51M in Q1 2026.
  • 496 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.