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 Q3	$5.5M	Buy	132,574 +2,195	+2%	+$96.2K	3.51%	15
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

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

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

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Prota Financial's IDV Position: Q3 2026 in Review

Prota Financial increased its iShares International Select Dividend ETF (IDV) stake by 1.7% in Q3 2026, buying an estimated $96.2K and bringing the position to 132,574 shares worth $5.5M. The position accounts for 3.51% of the portfolio, ranked #15.

Prota Financial first reported a position in IDV in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.6M in Q1 2026. 166 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

Prota Financial held 132,574 shares of iShares International Select Dividend ETF worth $5.5M as of Q3 2026.
Prota Financial bought 2,195 iShares International Select Dividend ETF shares in Q3 2026, an estimated $96.2K.
iShares International Select Dividend ETF made up 3.51% of Prota Financial's portfolio in Q3 2026, its #15 holding.
Prota Financial first reported a position in iShares International Select Dividend ETF in Q4 2025 and has held it in 4 quarters since.
Prota Financial's iShares International Select Dividend ETF position peaked at $5.6M in Q1 2026.
166 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.