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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summa Corp's IDV Position: Q1 2026 in Review

Summa Corp reduced its iShares International Select Dividend ETF (IDV) stake by 43% in Q1 2026, selling an estimated $285K and leaving 8,811 shares worth $375K. The position accounts for 0.16% of the portfolio, ranked #65.

Summa Corp first reported a position in IDV in Q4 2025 and has held it in 2 quarters since. The position peaked at $615K in Q4 2025. 600 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

  • Summa Corp held 8,811 shares of iShares International Select Dividend ETF worth $375K as of Q1 2026.
  • Summa Corp sold 6,777 iShares International Select Dividend ETF shares in Q1 2026, an estimated $285K.
  • iShares International Select Dividend ETF made up 0.16% of Summa Corp's portfolio in Q1 2026, its #65 holding.
  • Summa Corp first reported a position in iShares International Select Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • Summa Corp's iShares International Select Dividend ETF position peaked at $615K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.