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

Madrona Financial Services’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	-6,873	Closed	-$271K	–	131
2025 Q4	$271K	Sell	6,873 -142	-2%	-$5.38K	0.06%	101
2025 Q3	$256K	Sell	7,015 -137	-2%	-$4.93K	0.06%	96
2025 Q2	$247K	Buy	7,152 +396	+6%	+$12.9K	0.06%	93
2025 Q1	$210K	Buy	+6,756	New	+$198K	0.06%	102
2024 Q4	–	Sell	-6,819	Closed	-$206K	–	116
2024 Q3	$206K	Buy	+6,819	New	+$199K	0.06%	103

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Madrona Financial Services's IDV Position: Q1 2026 in Review

Madrona Financial Services sold out of iShares International Select Dividend ETF (IDV) in Q1 2026, closing a stake of 6,873 shares — an estimated $271K sold.

Madrona Financial Services first reported a position in IDV in Q3 2024 and held it in 5 quarters. The position peaked at $271K in Q4 2025. 600 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Madrona Financial Services reported no remaining iShares International Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
Madrona Financial Services sold 6,873 iShares International Select Dividend ETF shares in Q1 2026, an estimated $271K.
Madrona Financial Services first reported a position in iShares International Select Dividend ETF in Q3 2024 and held it in 5 quarters.
Madrona Financial Services's iShares International Select Dividend ETF position peaked at $271K in Q4 2025.
600 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Madrona Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.