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Prota Financial’s iShares International Select Dividend ETF IDV Stock Holding History

Prota Financial’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 		$5.36M Sell
130,379
-1,223
-0.9% -$53.6K 3.53% 14
2026
Q1 		$5.6M Sell
131,602
-8,059
-6% -$339K 4.06% 9
2025
Q4 		$5.51M Buy
+139,661
New +$5.29M 3.97% 12

Other funds holding IDV

GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $851M AUM 22.16% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Prota Financial's IDV Position: Q2 2026 in Review

Prota Financial reduced its iShares International Select Dividend ETF (IDV) stake by 0.93% in Q2 2026, selling an estimated $53.6K and leaving 130,379 shares worth $5.36M. The position accounts for 3.53% of the portfolio, ranked #14.

Prota Financial first reported a position in IDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.6M in Q1 2026. 178 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Prota Financial held 130,379 shares of iShares International Select Dividend ETF worth $5.36M as of Q2 2026.
  • Prota Financial sold 1,223 iShares International Select Dividend ETF shares in Q2 2026, an estimated $53.6K.
  • iShares International Select Dividend ETF made up 3.53% of Prota Financial's portfolio in Q2 2026, its #14 holding.
  • Prota Financial first reported a position in iShares International Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • Prota Financial's iShares International Select Dividend ETF position peaked at $5.6M in Q1 2026.
  • 178 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.