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

Root Financial Partners’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	$166K	Buy	+3,944	New	+$173K	0.01%	510
2026 Q2	–	Sell	-3,683	Closed	-$157K	–	1717
2026 Q1	$157K	Sell	3,683 -727	-16%	-$30.6K	0.01%	403
2025 Q4	$174K	Buy	4,410 +177	+4%	+$6.71K	0.01%	325
2025 Q3	$155K	Buy	+4,233	New	+$152K	0.01%	328

Other funds holding IDV

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Root Financial Partners's IDV Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares International Select Dividend ETF (IDV) in Q3 2026: 3,944 shares worth $166K. The stake represents 0.01% of the portfolio and ranks #510 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IDV as recently as Q1 2026.

Root Financial Partners first reported a position in IDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $174K in Q4 2025. 563 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

Root Financial Partners held 3,944 shares of iShares International Select Dividend ETF worth $166K as of Q3 2026.
iShares International Select Dividend ETF was a new Root Financial Partners position in Q3 2026.
iShares International Select Dividend ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #510 holding.
Root Financial Partners first reported a position in iShares International Select Dividend ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's iShares International Select Dividend ETF position peaked at $174K in Q4 2025.
563 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.