Summit Financial’s iShares International Select Dividend ETF IDV Stock Holding History

Summit Financial’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	$882K	Sell	21,297 -722	-3%	-$31.6K	0.01%	882
2026 Q1	$937K	Sell	22,019 -2,060	-9%	-$86.6K	0.01%	798
2025 Q4	$950K	Buy	24,079 +5,046	+27%	+$191K	0.01%	688
2025 Q3	$696K	Buy	19,033 +3,421	+22%	+$123K	0.01%	767
2025 Q2	$539K	Sell	15,612 -689	-4%	-$22.5K	0.01%	560
2025 Q1	$506K	Buy	16,301 +54	+0.3%	+$1.58K	0.01%	512
2024 Q4	$445K	Buy	16,247 +541	+3%	+$15.5K	0.02%	467
2024 Q3	$475K	Sell	15,706 -549	-3%	-$16K	0.02%	383
2024 Q2	$450K	Buy	+16,255	New	+$462K	0.02%	345

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

Summit Financial's IDV Position: Q2 2026 in Review

Summit Financial reduced its iShares International Select Dividend ETF (IDV) stake by 3.3% in Q2 2026, selling an estimated $31.6K and leaving 21,297 shares worth $882K. The position accounts for 0.01% of the portfolio, ranked #882.

Summit Financial first reported a position in IDV in Q2 2024 and has held it in 9 quarters since. The position peaked at $950K in Q4 2025. 628 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Summit Financial held 21,297 shares of iShares International Select Dividend ETF worth $882K as of Q2 2026.
Summit Financial sold 722 iShares International Select Dividend ETF shares in Q2 2026, an estimated $31.6K.
iShares International Select Dividend ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #882 holding.
Summit Financial first reported a position in iShares International Select Dividend ETF in Q2 2024 and has held it in 9 quarters since.
Summit Financial's iShares International Select Dividend ETF position peaked at $950K in Q4 2025.
628 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.