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

Oregon Pacific 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	$443K	Buy	10,702 +290	+3%	+$12.7K	0.42%	54
2026 Q1	$443K	Buy	+10,412	New	+$438K	0.46%	55

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

Oregon Pacific Wealth Management's IDV Position: Q2 2026 in Review

Oregon Pacific Wealth Management increased its iShares International Select Dividend ETF (IDV) stake by 2.8% in Q2 2026, buying an estimated $12.7K and bringing the position to 10,702 shares worth $443K. The position accounts for 0.42% of the portfolio, ranked #54.

Oregon Pacific Wealth Management first reported a position in IDV in Q1 2026 and has held it in 2 quarters since. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Oregon Pacific Wealth Management held 10,702 shares of iShares International Select Dividend ETF worth $443K as of Q2 2026.
Oregon Pacific Wealth Management bought 290 iShares International Select Dividend ETF shares in Q2 2026, an estimated $12.7K.
iShares International Select Dividend ETF made up 0.42% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #54 holding.
Oregon Pacific Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.