Kerntke Otto McGlone Wealth Management Group’s iShares International Select Dividend ETF IDV Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	$795K	Sell	19,197 -1,789	-9%	-$78.4K	0.48%	41
2026 Q1	$893K	Sell	20,986 -3,736	-15%	-$157K	0.61%	33
2025 Q4	$975K	Buy	24,722 +12	+0%	+$455	0.69%	29
2025 Q3	$903K	Buy	24,710 +769	+3%	+$27.7K	0.68%	30
2025 Q2	$826K	Sell	23,941 -1,322	-5%	-$43.2K	0.65%	30
2025 Q1	$784K	Sell	25,263 -3,089	-11%	-$90.6K	0.68%	28
2024 Q4	$776K	Buy	28,352 +5,058	+22%	+$145K	0.57%	27
2024 Q3	$704K	Buy	23,294 +1,088	+5%	+$31.7K	0.59%	31
2024 Q2	$614K	Sell	22,206 -4,818	-18%	-$137K	0.57%	30
2024 Q1	$758K	Sell	27,024 -103,342	-79%	-$2.85M	0.75%	26
2023 Q4	$3.65M	Buy	130,366 +2,530	+2%	+$66K	3.64%	8
2023 Q3	$3.25M	Buy	127,836 +125	+0.1%	+$3.31K	3.35%	7
2023 Q2	$3.36M	Buy	127,711 +6,595	+5%	+$180K	3.29%	9
2023 Q1	$3.33M	Buy	121,116 +35,297	+41%	+$994K	3.42%	9
2022 Q4	$2.33M	Buy	85,819 +13,228	+18%	+$335K	2.68%	11
2022 Q3	$1.64M	Buy	72,591 +22,191	+44%	+$584K	2.46%	14
2022 Q2	$1.37M	Buy	50,400 +7,172	+17%	+$216K	2.04%	14
2022 Q1	$1.37M	Buy	43,228 +5,426	+14%	+$174K	3.14%	9
2021 Q4	$1.18M	Buy	37,802 +16,836	+80%	+$521K	1.44%	18
2021 Q3	$638K	Sell	20,966 -138	-0.7%	-$4.43K	1.9%	15
2021 Q2	$684K	Buy	21,104 +3,871	+22%	+$128K	0.27%	62
2021 Q1	$542K	Buy	17,233 +1,385	+9%	+$43K	0.28%	66
2020 Q4	$467K	Sell	15,848 -83	-0.5%	-$2.27K	0.28%	74
2020 Q3	$397K	Buy	15,931 +3,291	+26%	+$85.4K	0.29%	70
2020 Q2	$318K	Buy	12,640 +3,802	+43%	+$91.4K	0.29%	72
2020 Q1	$200K	Sell	8,838 -322	-4%	-$9.71K	0.22%	81
2019 Q4	$308K	Buy	+9,160	New	+$294K	0.26%	76

Other funds holding IDV

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's IDV Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its iShares International Select Dividend ETF (IDV) stake by 8.5% in Q2 2026, selling an estimated $78.4K and leaving 19,197 shares worth $795K. The position accounts for 0.48% of the portfolio, ranked #41.

Kerntke Otto McGlone Wealth Management Group first reported a position in IDV in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.65M in Q4 2023. 178 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 19,197 shares of iShares International Select Dividend ETF worth $795K as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group sold 1,789 iShares International Select Dividend ETF shares in Q2 2026, an estimated $78.4K.
iShares International Select Dividend ETF made up 0.48% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #41 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares International Select Dividend ETF in Q4 2019 and has held it in 27 quarters since.
Kerntke Otto McGlone Wealth Management Group's iShares International Select Dividend ETF position peaked at $3.65M in Q4 2023.
178 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.