Summa Corp’s iShares International Select Dividend ETF IDV Stock Holding History

Summa Corp’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	$830K	Buy	20,022 +11,211	+127%	+$491K	0.26%	35
2026 Q1	$375K	Sell	8,811 -6,777	-43%	-$285K	0.16%	65
2025 Q4	$615K	Buy	+15,588	New	+$591K	0.26%	41

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

Summa Corp's IDV Position: Q2 2026 in Review

Summa Corp increased its iShares International Select Dividend ETF (IDV) stake by 127% in Q2 2026, buying an estimated $491K and bringing the position to 20,022 shares worth $830K. The position accounts for 0.26% of the portfolio, ranked #35.

Summa Corp first reported a position in IDV in Q4 2025 and has held it in 3 quarters since. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Summa Corp held 20,022 shares of iShares International Select Dividend ETF worth $830K as of Q2 2026.
Summa Corp bought 11,211 iShares International Select Dividend ETF shares in Q2 2026, an estimated $491K.
iShares International Select Dividend ETF made up 0.26% of Summa Corp's portfolio in Q2 2026, its #35 holding.
Summa Corp first reported a position in iShares International Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.