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

Perigon 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 Q1	$408K	Buy	9,584 +439	+5%	+$18.4K	0.01%	894
2025 Q4	$361K	Sell	9,145 -98	-1%	-$3.71K	0.01%	948
2025 Q3	$338K	Sell	9,243 -3,732	-29%	-$134K	0.01%	904
2025 Q2	$448K	Buy	12,975 +2,321	+22%	+$75.8K	0.01%	699
2025 Q1	$330K	Sell	10,654 -138	-1%	-$4.05K	0.01%	776
2024 Q4	$299K	Sell	10,792 -980	-8%	-$28.1K	0.01%	817
2024 Q3	$356K	Sell	11,772 -135	-1%	-$3.93K	0.01%	724
2024 Q2	$329K	Hold	11,907	–	–	0.01%	657
2024 Q1	$334K	Buy	+11,907	New	+$329K	0.01%	654
2016 Q4	–	Sell	-104	Closed	-$3K	–	728
2016 Q3	$3K	Hold	104	–	–	﹤0.01%	592
2016 Q2	$3K	Buy	+104	New	+$3.02K	﹤0.01%	415

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Perigon Wealth Management's IDV Position: Q1 2026 in Review

Perigon Wealth Management increased its iShares International Select Dividend ETF (IDV) stake by 4.8% in Q1 2026, buying an estimated $18.4K and bringing the position to 9,584 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #894.

Perigon Wealth Management first reported a position in IDV in Q2 2016 and has held it in 11 quarters since. The position peaked at $448K in Q2 2025. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Perigon Wealth Management held 9,584 shares of iShares International Select Dividend ETF worth $408K as of Q1 2026.
Perigon Wealth Management bought 439 iShares International Select Dividend ETF shares in Q1 2026, an estimated $18.4K.
iShares International Select Dividend ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #894 holding.
Perigon Wealth Management first reported a position in iShares International Select Dividend ETF in Q2 2016 and has held it in 11 quarters since.
Perigon Wealth Management's iShares International Select Dividend ETF position peaked at $448K in Q2 2025.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.