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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 626 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.
  • 626 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.