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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Root Financial Partners's IDV Position: Q2 2026 in Review

Root Financial Partners sold out of iShares International Select Dividend ETF (IDV) in Q2 2026, closing a stake of 3,683 shares — an estimated $157K sold.

Root Financial Partners first reported a position in IDV in Q3 2025 and held it in 3 quarters. The position peaked at $174K in Q4 2025. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Root Financial Partners reported no remaining iShares International Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 3,683 iShares International Select Dividend ETF shares in Q2 2026, an estimated $157K.
Root Financial Partners first reported a position in iShares International Select Dividend ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's iShares International Select Dividend ETF position peaked at $174K in Q4 2025.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.