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

Summit 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 Q2	$400K	Buy	9,665 +2,782	+40%	+$122K	0.06%	194
2026 Q1	$293K	Buy	6,883 +1,559	+29%	+$65.5K	0.05%	220
2025 Q4	$210K	Buy	+5,324	New	+$202K	0.04%	197
2024 Q4	–	Sell	-6,999	Closed	-$212K	–	217
2024 Q3	$212K	Buy	+6,999	New	+$204K	0.04%	226
2024 Q2	–	Sell	-17,506	Closed	-$491K	–	229
2024 Q1	$491K	Sell	17,506 -1,632	-9%	-$45.1K	0.1%	133
2023 Q4	$536K	Sell	19,138 -5,668	-23%	-$148K	0.12%	112
2023 Q3	$630K	Buy	24,806 +1,241	+5%	+$32.9K	0.16%	88
2023 Q2	$620K	Sell	23,565 -310	-1%	-$8.46K	0.16%	92
2023 Q1	$656K	Buy	23,875 +6	+0%	+$169	0.17%	88
2022 Q4	$648K	Buy	23,869 +4,441	+23%	+$113K	0.17%	89
2022 Q3	$438K	Buy	19,428 +1,816	+10%	+$47.8K	0.12%	98
2022 Q2	$478K	Buy	+17,612	New	+$530K	0.13%	95

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 Wealth Partners's IDV Position: Q2 2026 in Review

Summit Wealth Partners increased its iShares International Select Dividend ETF (IDV) stake by 40% in Q2 2026, buying an estimated $122K and bringing the position to 9,665 shares worth $400K. The position accounts for 0.06% of the portfolio, ranked #194.

Summit Wealth Partners first reported a position in IDV in Q2 2022 and has held it in 12 quarters since. The position peaked at $656K in Q1 2023. 624 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Summit Wealth Partners held 9,665 shares of iShares International Select Dividend ETF worth $400K as of Q2 2026.
Summit Wealth Partners bought 2,782 iShares International Select Dividend ETF shares in Q2 2026, an estimated $122K.
iShares International Select Dividend ETF made up 0.06% of Summit Wealth Partners's portfolio in Q2 2026, its #194 holding.
Summit Wealth Partners first reported a position in iShares International Select Dividend ETF in Q2 2022 and has held it in 12 quarters since.
Summit Wealth Partners's iShares International Select Dividend ETF position peaked at $656K in Q1 2023.
624 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.