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

Kovitz Investment Group 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	$7.09M	Buy	171,034 +2,674	+2%	+$117K	0.16%	112
2026 Q1	$7.17M	Sell	168,360 -84,736	-33%	-$3.56M	0.17%	116
2025 Q4	$9.98M	Sell	253,096 -87,416	-26%	-$3.31M	0.22%	98
2025 Q3	$12.4M	Sell	340,512 -101,951	-23%	-$3.67M	0.05%	290
2025 Q2	$15.3M	Buy	442,463 +300,063	+211%	+$9.8M	0.07%	239
2025 Q1	$4.42M	Buy	142,400 +116,369	+447%	+$3.41M	0.02%	426
2024 Q4	$713K	Sell	26,031 -447	-2%	-$12.8K	﹤0.01%	801
2024 Q3	$790K	Buy	+26,478	New	+$771K	0.01%	680
2020 Q1	–	Sell	-15,800	Closed	-$530K	–	380
2019 Q4	$530K	Sell	15,800 -710	-4%	-$22.8K	0.02%	315
2019 Q3	$508K	Sell	16,510 -1,555	-9%	-$47K	0.02%	316
2019 Q2	$555K	Sell	18,065 -210	-1%	-$6.51K	0.02%	305
2019 Q1	$564K	Buy	+18,275	New	+$564K	0.02%	312

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

Kovitz Investment Group Partners's IDV Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its iShares International Select Dividend ETF (IDV) stake by 1.6% in Q2 2026, buying an estimated $117K and bringing the position to 171,034 shares worth $7.09M. The position accounts for 0.16% of the portfolio, ranked #112.

Kovitz Investment Group Partners first reported a position in IDV in Q1 2019 and has held it in 12 quarters since. The position peaked at $15.3M in Q2 2025. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Kovitz Investment Group Partners held 171,034 shares of iShares International Select Dividend ETF worth $7.09M as of Q2 2026.
Kovitz Investment Group Partners bought 2,674 iShares International Select Dividend ETF shares in Q2 2026, an estimated $117K.
iShares International Select Dividend ETF made up 0.16% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #112 holding.
Kovitz Investment Group Partners first reported a position in iShares International Select Dividend ETF in Q1 2019 and has held it in 12 quarters since.
Kovitz Investment Group Partners's iShares International Select Dividend ETF position peaked at $15.3M in Q2 2025.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.