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

Ironwood 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	$638K	Sell	15,143 -1,073	-7%	-$47K	0.1%	110
2026 Q1	$690K	Sell	16,216 -685	-4%	-$28.8K	0.12%	100
2025 Q4	$675K	Sell	16,901 -5,910	-26%	-$224K	0.11%	103
2025 Q3	$834K	Sell	22,811 -3,452	-13%	-$124K	0.15%	94
2025 Q2	$815K	Hold	26,263	–	–	0.17%	83
2025 Q1	$815K	Sell	26,263 -833	-3%	-$24.4K	0.17%	83
2024 Q4	$742K	Sell	27,096 -2,664	-9%	-$76.3K	0.16%	90
2024 Q3	$900K	Sell	29,760 -987	-3%	-$28.7K	0.19%	75
2024 Q2	$851K	Sell	30,747 -1,185	-4%	-$33.7K	0.19%	78
2024 Q1	$895K	Sell	31,932 -737	-2%	-$20.4K	0.21%	76
2023 Q4	$914K	Sell	32,669 -640	-2%	-$16.7K	0.22%	75
2023 Q3	$846K	Sell	33,309 -1,599	-5%	-$42.4K	0.23%	65
2023 Q2	$919K	Sell	34,908 -1,044	-3%	-$28.5K	0.24%	64
2023 Q1	$988K	Sell	35,952 -441	-1%	-$12.4K	0.28%	62
2022 Q4	$988K	Sell	36,393 -786	-2%	-$19.9K	0.31%	61
2022 Q3	$838K	Sell	37,179 -277	-0.7%	-$7.3K	0.28%	63
2022 Q2	$1.02M	Sell	37,456 -335	-0.9%	-$10.1K	0.33%	58
2022 Q1	$1.2M	Sell	37,791 -803	-2%	-$25.7K	0.34%	55
2021 Q4	$1.2M	Sell	38,594 -93	-0.2%	-$2.88K	0.33%	56
2021 Q3	$1.18M	Sell	38,687 -112	-0.3%	-$3.6K	0.34%	56
2021 Q2	$1.26M	Buy	38,799 +2,524	+7%	+$83.2K	0.38%	53
2021 Q1	$1.14M	Buy	36,275 +460	+1%	+$14.3K	0.37%	53
2020 Q4	$1.05M	Buy	35,815 +1,511	+4%	+$41.3K	0.39%	47
2020 Q3	$855K	Buy	+34,304	New	+$890K	0.43%	39
2016 Q3	–	Sell	-41	Closed	-$1K	–	271
2016 Q2	$1K	Hold	41	–	–	﹤0.01%	264
2016 Q1	$1K	Buy	+41	New	+$1.13K	﹤0.01%	269
2015 Q3	$1K	Hold	41	–	–	﹤0.01%	350
2015 Q2	$1K	Hold	41	–	–	﹤0.01%	311
2015 Q1	$1K	Hold	41	–	–	﹤0.01%	303
2014 Q4	$1K	Buy	+41	New	+$1.44K	﹤0.01%	274

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

Ironwood Financial's IDV Position: Q2 2026 in Review

Ironwood Financial reduced its iShares International Select Dividend ETF (IDV) stake by 6.6% in Q2 2026, selling an estimated $47K and leaving 15,143 shares worth $638K. The position accounts for 0.1% of the portfolio, ranked #110.

Ironwood Financial first reported a position in IDV in Q4 2014 and has held it in 30 quarters since. The position peaked at $1.26M in Q2 2021. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Ironwood Financial held 15,143 shares of iShares International Select Dividend ETF worth $638K as of Q2 2026.
Ironwood Financial sold 1,073 iShares International Select Dividend ETF shares in Q2 2026, an estimated $47K.
iShares International Select Dividend ETF made up 0.1% of Ironwood Financial's portfolio in Q2 2026, its #110 holding.
Ironwood Financial first reported a position in iShares International Select Dividend ETF in Q4 2014 and has held it in 30 quarters since.
Ironwood Financial's iShares International Select Dividend ETF position peaked at $1.26M in Q2 2021.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.