NorthRock Partners’s iShares International Select Dividend ETF IDV Stock Holding History

NorthRock 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	$615K	Buy	14,846 +7,701	+108%	+$337K	0.01%	396
2026 Q1	$304K	Buy	+7,145	New	+$300K	﹤0.01%	517
2025 Q2	–	Sell	-2,879	Closed	-$89.3K	–	793
2025 Q1	$89.3K	Hold	2,879	–	–	﹤0.01%	640
2024 Q4	$78.8K	Sell	2,879 -2,048	-42%	-$58.7K	﹤0.01%	632
2024 Q3	$149K	Sell	4,927 -1,424	-22%	-$41.5K	﹤0.01%	625
2024 Q2	$176K	Sell	6,351 -4,626	-42%	-$131K	0.01%	587
2024 Q1	$308K	Sell	10,977 -852	-7%	-$23.5K	0.01%	475
2023 Q4	$331K	Buy	+11,829	New	+$308K	0.01%	434
2022 Q2	–	Sell	-6,331	Closed	-$201K	–	329
2022 Q1	$201K	Buy	+6,331	New	+$203K	0.02%	327
2021 Q3	–	Sell	-6,331	Closed	-$205K	–	287
2021 Q2	$205K	Sell	6,331 -3,751	-37%	-$124K	0.02%	236
2021 Q1	$317K	Sell	10,082 -6,508	-39%	-$202K	0.03%	169
2020 Q4	$489K	Sell	16,590 -1,859	-10%	-$50.8K	0.05%	128
2020 Q3	$460K	Sell	18,449 -16,065	-47%	-$417K	0.05%	124
2020 Q2	$867K	Sell	34,514 -31,620	-48%	-$760K	0.1%	85
2020 Q1	$1.5M	Sell	66,134 -46,258	-41%	-$1.4M	0.21%	57
2019 Q4	$3.77M	Sell	112,392 -88,479	-44%	-$2.84M	0.4%	44
2019 Q3	$6.17M	Buy	+200,871	New	+$6.06M	0.84%	34

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

NorthRock Partners's IDV Position: Q2 2026 in Review

NorthRock Partners increased its iShares International Select Dividend ETF (IDV) stake by 108% in Q2 2026, buying an estimated $337K and bringing the position to 14,846 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #396.

NorthRock Partners first reported a position in IDV in Q3 2019 and has held it in 17 quarters since. The position peaked at $6.17M in Q3 2019. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

NorthRock Partners held 14,846 shares of iShares International Select Dividend ETF worth $615K as of Q2 2026.
NorthRock Partners bought 7,701 iShares International Select Dividend ETF shares in Q2 2026, an estimated $337K.
iShares International Select Dividend ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #396 holding.
NorthRock Partners first reported a position in iShares International Select Dividend ETF in Q3 2019 and has held it in 17 quarters since.
NorthRock Partners's iShares International Select Dividend ETF position peaked at $6.17M in Q3 2019.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.