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

Meridian 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	$208K	Buy	5,029 +26	+0.5%	+$1.14K	0.01%	784
2026 Q1	$213K	Buy	+5,003	New	+$210K	0.01%	739
2019 Q3	–	Sell	-835	Closed	-$257	–	318
2019 Q2	$257	Buy	+835	New	+$25.9K	0.01%	494

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

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

Meridian Wealth Management increased its iShares International Select Dividend ETF (IDV) stake by 0.52% in Q2 2026, buying an estimated $1.14K and bringing the position to 5,029 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #784.

Meridian Wealth Management first reported a position in IDV in Q2 2019 and has held it in 3 quarters since. The position peaked at $213K in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Meridian Wealth Management held 5,029 shares of iShares International Select Dividend ETF worth $208K as of Q2 2026.
Meridian Wealth Management bought 26 iShares International Select Dividend ETF shares in Q2 2026, an estimated $1.14K.
iShares International Select Dividend ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #784 holding.
Meridian Wealth Management first reported a position in iShares International Select Dividend ETF in Q2 2019 and has held it in 3 quarters since.
Meridian Wealth Management's iShares International Select Dividend ETF position peaked at $213K in Q1 2026.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.