Park Square Financial Group’s iShares International Select Dividend ETF IDV Stock Holding History

Park Square Financial Group’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	–	Sell	-106	Closed	-$4.51K	–	234
2026 Q1	$4.51K	Buy	+106	New	+$4.46K	0.03%	155
2025 Q4	–	Sell	-140	Closed	-$5.12K	–	273
2025 Q3	$5.12K	Buy	140 +64	+84%	+$2.3K	0.02%	199
2025 Q2	$2.62K	Sell	76 -54	-42%	-$1.76K	﹤0.01%	844
2025 Q1	$4.03K	Sell	130 -4	-3%	-$117	﹤0.01%	772
2024 Q4	$3.67K	Buy	+134	New	+$3.84K	﹤0.01%	756

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

Park Square Financial Group's IDV Position: Q2 2026 in Review

Park Square Financial Group sold out of iShares International Select Dividend ETF (IDV) in Q2 2026, closing a stake of 106 shares — an estimated $4.51K sold.

Park Square Financial Group first reported a position in IDV in Q4 2024 and held it in 5 quarters. The position peaked at $5.12K in Q3 2025. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Park Square Financial Group reported no remaining iShares International Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
Park Square Financial Group sold 106 iShares International Select Dividend ETF shares in Q2 2026, an estimated $4.51K.
Park Square Financial Group first reported a position in iShares International Select Dividend ETF in Q4 2024 and held it in 5 quarters.
Park Square Financial Group's iShares International Select Dividend ETF position peaked at $5.12K in Q3 2025.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.