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Patten & Patten’s iShares International Select Dividend ETF IDV Stock Holding History

Patten & Patten’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
Q1 		$2.92M Buy
68,500
+43,506
+174% +$1.83M 0.18% 103
2025
Q4 		$986K Buy
24,994
+3,755
+18% +$142K 0.06% 188
2025
Q3 		$776K Buy
21,239
+1,874
+10% +$67.4K 0.05% 209
2025
Q2 		$668K Buy
19,365
+890
+5% +$29.1K 0.04% 204
2025
Q1 		$573K Buy
18,475
+170
+0.9% +$4.99K 0.04% 214
2024
Q4 		$501K Sell
18,305
-1,250
-6% -$35.8K 0.03% 219
2024
Q3 		$591K Buy
19,555
+450
+2% +$13.1K 0.04% 206
2024
Q2 		$529K Sell
19,105
-400
-2% -$11.4K 0.04% 210
2024
Q1 		$547K Sell
19,505
-1,205
-6% -$33.3K 0.04% 211
2023
Q4 		$580K Sell
20,710
-950
-4% -$24.8K 0.05% 184
2023
Q3 		$550K Buy
21,660
+5,900
+37% +$156K 0.05% 188
2023
Q2 		$415K Buy
15,760
+250
+2% +$6.82K 0.03% 208
2023
Q1 		$426K Hold
15,510
– – 0.04% 202
2022
Q4 		$421K Sell
15,510
-1,445
-9% -$36.6K 0.04% 200
2022
Q3 		$382K Hold
16,955
– – 0.04% 208
2022
Q2 		$460K Buy
16,955
+650
+4% +$19.6K 0.04% 200
2022
Q1 		$518K Buy
16,305
+1,300
+9% +$41.6K 0.04% 203
2021
Q4 		$468K Buy
15,005
+475
+3% +$14.7K 0.03% 211
2021
Q3 		$442K Buy
14,530
+5,330
+58% +$171K 0.03% 212
2021
Q2 		$298K Hold
9,200
– – 0.02% 239
2021
Q1 		$290K Buy
9,200
+1,825
+25% +$56.7K 0.02% 235
2020
Q4 		$217K Buy
+7,375
New +$202K 0.02% 245
2014
Q2 		– Sell
-5,235
Closed -$202K – 221
2014
Q1 		$202K Buy
+5,235
New +$197K 0.03% 253

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patten & Patten's IDV Position: Q1 2026 in Review

Patten & Patten increased its iShares International Select Dividend ETF (IDV) stake by 174% in Q1 2026, buying an estimated $1.83M and bringing the position to 68,500 shares worth $2.92M. The position accounts for 0.18% of the portfolio, ranked #103.

Patten & Patten first reported a position in IDV in Q1 2014 and has held it in 23 quarters since. 600 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

  • Patten & Patten held 68,500 shares of iShares International Select Dividend ETF worth $2.92M as of Q1 2026.
  • Patten & Patten bought 43,506 iShares International Select Dividend ETF shares in Q1 2026, an estimated $1.83M.
  • iShares International Select Dividend ETF made up 0.18% of Patten & Patten's portfolio in Q1 2026, its #103 holding.
  • Patten & Patten first reported a position in iShares International Select Dividend ETF in Q1 2014 and has held it in 23 quarters since.
  • 600 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.