Silver Oak Securities’s iShares International Select Dividend ETF IDV Stock Holding History

Silver Oak Securities’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	$978K	Buy	23,613 +1,338	+6%	+$58.6K	0.06%	303
2026 Q1	$948K	Buy	22,275 +5,765	+35%	+$242K	0.07%	271
2025 Q4	$654K	Buy	16,510 +1,726	+12%	+$65.4K	0.04%	388
2025 Q3	$540K	Buy	14,784 +10,250	+226%	+$369K	0.04%	406
2025 Q2	$156K	Buy	+4,534	New	+$148K	0.01%	661

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

Silver Oak Securities's IDV Position: Q2 2026 in Review

Silver Oak Securities increased its iShares International Select Dividend ETF (IDV) stake by 6% in Q2 2026, buying an estimated $58.6K and bringing the position to 23,613 shares worth $978K. The position accounts for 0.06% of the portfolio, ranked #303.

Silver Oak Securities first reported a position in IDV in Q2 2025 and has held it in 5 quarters since. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Silver Oak Securities held 23,613 shares of iShares International Select Dividend ETF worth $978K as of Q2 2026.
Silver Oak Securities bought 1,338 iShares International Select Dividend ETF shares in Q2 2026, an estimated $58.6K.
iShares International Select Dividend ETF made up 0.06% of Silver Oak Securities's portfolio in Q2 2026, its #303 holding.
Silver Oak Securities first reported a position in iShares International Select Dividend ETF in Q2 2025 and has held it in 5 quarters since.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.