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 Q3	$390K	Sell	9,237 -440	-5%	-$19.3K	0.01%	1026
2026 Q2	$401K	Buy	9,677 +93	+1%	+$4.07K	0.01%	990
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

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Perigon Wealth Management's IDV Position: Q3 2026 in Review

Perigon Wealth Management reduced its iShares International Select Dividend ETF (IDV) stake by 4.5% in Q3 2026, selling an estimated $19.3K and leaving 9,237 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #1026.

Perigon Wealth Management first reported a position in IDV in Q2 2016 and has held it in 13 quarters since. The position peaked at $448K in Q2 2025. 214 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

Perigon Wealth Management held 9,237 shares of iShares International Select Dividend ETF worth $390K as of Q3 2026.
Perigon Wealth Management sold 440 iShares International Select Dividend ETF shares in Q3 2026, an estimated $19.3K.
iShares International Select Dividend ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1026 holding.
Perigon Wealth Management first reported a position in iShares International Select Dividend ETF in Q2 2016 and has held it in 13 quarters since.
Perigon Wealth Management's iShares International Select Dividend ETF position peaked at $448K in Q2 2025.
214 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.