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 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 $1.37T 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

Summit Financial's IDV Position: Q1 2026 in Review

Summit Financial reduced its iShares International Select Dividend ETF (IDV) stake by 8.6% in Q1 2026, selling an estimated $86.6K and leaving 22,019 shares worth $937K. The position accounts for 0.01% of the portfolio, ranked #798.

Summit Financial first reported a position in IDV in Q2 2024 and has held it in 8 quarters since. The position peaked at $950K in Q4 2025. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Summit Financial held 22,019 shares of iShares International Select Dividend ETF worth $937K as of Q1 2026.
Summit Financial sold 2,060 iShares International Select Dividend ETF shares in Q1 2026, an estimated $86.6K.
iShares International Select Dividend ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #798 holding.
Summit Financial first reported a position in iShares International Select Dividend ETF in Q2 2024 and has held it in 8 quarters since.
Summit Financial's iShares International Select Dividend ETF position peaked at $950K in Q4 2025.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.