SteelPeak Wealth’s iShares International Select Dividend ETF IDV Stock Holding History

SteelPeak Wealth’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	$414K	Sell	10,004 -1,517	-13%	-$66.4K	0.01%	464
2026 Q1	$490K	Sell	11,521 -18,218	-61%	-$766K	0.02%	381
2025 Q4	$1.17M	Sell	29,739 -11,463	-28%	-$434K	0.04%	260
2025 Q3	$1.51M	Buy	41,202 +17,076	+71%	+$615K	0.05%	245
2025 Q2	$833K	Buy	+24,126	New	+$788K	0.03%	298

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

SteelPeak Wealth's IDV Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares International Select Dividend ETF (IDV) stake by 13% in Q2 2026, selling an estimated $66.4K and leaving 10,004 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #464.

SteelPeak Wealth first reported a position in IDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.51M in Q3 2025. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

SteelPeak Wealth held 10,004 shares of iShares International Select Dividend ETF worth $414K as of Q2 2026.
SteelPeak Wealth sold 1,517 iShares International Select Dividend ETF shares in Q2 2026, an estimated $66.4K.
iShares International Select Dividend ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #464 holding.
SteelPeak Wealth first reported a position in iShares International Select Dividend ETF in Q2 2025 and has held it in 5 quarters since.
SteelPeak Wealth's iShares International Select Dividend ETF position peaked at $1.51M in Q3 2025.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.