Mascoma Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Mascoma Wealth Management’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	$42.9K	Hold	1,035	–	–	0.01%	202
2026 Q1	$44K	Hold	1,035	–	–	0.01%	199
2025 Q4	$40.8K	Hold	1,035	–	–	0.01%	199
2025 Q3	$37.8K	Hold	1,035	–	–	0.01%	214
2025 Q2	$35.7K	Hold	1,035	–	–	0.01%	219
2025 Q1	$32.1K	Hold	1,035	–	–	0.01%	227
2024 Q4	$28.3K	Hold	1,035	–	–	0.01%	247
2024 Q3	$31.3K	Hold	1,035	–	–	0.01%	234
2024 Q2	$28.6K	Hold	1,035	–	–	0.01%	244
2024 Q1	$29K	Hold	1,035	–	–	0.01%	230
2023 Q4	$29K	Hold	1,035	–	–	0.01%	237
2023 Q3	$26.3K	Sell	1,035 -211	-17%	-$5.59K	0.01%	247
2023 Q2	$33.2K	Buy	1,246 +1,035	+491%	+$28.2K	0.01%	220
2023 Q1	$5.93K	Hold	211	–	–	﹤0.01%	459
2022 Q4	$5.73K	Hold	211	–	–	﹤0.01%	475
2022 Q3	$5K	Hold	211	–	–	﹤0.01%	476
2022 Q2	$6K	Hold	211	–	–	﹤0.01%	479
2022 Q1	$7K	Sell	211 -3,504	-94%	-$112K	﹤0.01%	480
2021 Q4	$116K	Hold	3,715	–	–	0.04%	151
2021 Q3	$113K	Buy	+3,715	New	+$119K	0.04%	143
2021 Q2	–	Sell	-1,091	Closed	-$34K	–	266
2021 Q1	$34K	Buy	+1,091	New	+$33.9K	0.01%	248
2019 Q3	–	Sell	-52,434	Closed	-$1.61M	–	207
2019 Q2	$1.61M	Buy	52,434 +3,029	+6%	+$93.9K	1.01%	15
2019 Q1	$1.52M	Buy	49,405 +5,021	+11%	+$155K	1.02%	16
2018 Q4	$1.27M	Buy	+44,384	New	+$1.36M	0.97%	17

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

Mascoma Wealth Management's IDV Position: Q2 2026 in Review

Mascoma Wealth Management held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 1,035 shares worth $42.9K. The position accounts for 0.01% of the portfolio, ranked #202.

Mascoma Wealth Management first reported a position in IDV in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.61M in Q2 2019. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Mascoma Wealth Management held 1,035 shares of iShares International Select Dividend ETF worth $42.9K as of Q2 2026.
Mascoma Wealth Management left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #202 holding.
Mascoma Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2018 and has held it in 24 quarters since.
Mascoma Wealth Management's iShares International Select Dividend ETF position peaked at $1.61M in Q2 2019.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.