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

Strategic Wealth 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 Q1	$80.8K	Hold	1,899	–	–	0.01%	423
2025 Q4	$74.9K	Hold	1,899	–	–	0.01%	450
2025 Q3	$69.4K	Hold	1,899	–	–	0.01%	494
2025 Q2	$65.5K	Buy	+1,899	New	+$62K	0.01%	451
2020 Q2	–	Sell	-7,189	Closed	-$241K	–	146
2020 Q1	$241K	Hold	7,189	–	–	0.13%	126
2019 Q4	$241K	Sell	7,189 -220	-3%	-$7.07K	0.13%	126
2019 Q3	$5.45K	Sell	7,409 -266	-3%	-$8.03K	0.03%	174
2019 Q2	$235K	Sell	7,675 -5,930	-44%	-$184K	0.11%	126
2019 Q1	$424K	Sell	13,605 -580	-4%	-$17.9K	0.19%	105
2018 Q4	$440K	Sell	14,185 -389	-3%	-$11.9K	0.22%	100
2018 Q3	$476K	Sell	14,574 -3,170	-18%	-$104K	0.25%	96
2018 Q2	$569K	Sell	17,744 -4,251	-19%	-$142K	0.33%	87
2018 Q1	$726K	Sell	21,995 -1,098	-5%	-$37.4K	0.37%	95
2017 Q4	$771K	Buy	+23,093	New	+$774K	0.43%	84

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Wealth Partners's IDV Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares International Select Dividend ETF (IDV) position steady in Q1 2026 at 1,899 shares worth $80.8K. The position accounts for 0.01% of the portfolio, ranked #423.

Strategic Wealth Partners first reported a position in IDV in Q4 2017 and has held it in 14 quarters since. The position peaked at $771K in Q4 2017. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Strategic Wealth Partners held 1,899 shares of iShares International Select Dividend ETF worth $80.8K as of Q1 2026.
Strategic Wealth Partners left its iShares International Select Dividend ETF share count unchanged in Q1 2026.
iShares International Select Dividend ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #423 holding.
Strategic Wealth Partners first reported a position in iShares International Select Dividend ETF in Q4 2017 and has held it in 14 quarters since.
Strategic Wealth Partners's iShares International Select Dividend ETF position peaked at $771K in Q4 2017.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.