AWM
IDV icon

Apollon Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Apollon Wealth Management’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 		$247K Sell
5,806
-363
-6% -$15.3K ﹤0.01% 1213
2025
Q4 		$243K Buy
6,169
+27
+0.4% +$1.02K ﹤0.01% 1151
2025
Q3 		$224K Sell
6,142
-4,916
-44% -$177K ﹤0.01% 1175
2025
Q2 		$382K Buy
11,058
+14
+0.1% +$457 0.01% 915
2025
Q1 		$343K Sell
11,044
-13,553
-55% -$398K 0.01% 903
2024
Q4 		$673K Sell
24,597
-2,217
-8% -$63.5K 0.02% 637
2024
Q3 		$811K Sell
26,814
-9,749
-27% -$284K 0.02% 552
2024
Q2 		$1.01M Sell
36,563
-37,544
-51% -$1.07M 0.03% 460
2024
Q1 		$2.08M Buy
74,107
+2,161
+3% +$59.7K 0.07% 278
2023
Q4 		$2.01M Sell
71,946
-1,407
-2% -$36.7K 0.07% 256
2023
Q3 		$1.86M Buy
73,353
+2,402
+3% +$63.6K 0.09% 210
2023
Q2 		$1.87M Buy
70,951
+56,688
+397% +$1.55M 0.09% 225
2023
Q1 		$392K Buy
+14,263
New +$402K 0.02% 603
2020
Q3 		– Sell
-626
Closed -$16K – 388
2020
Q2 		$16K Buy
+626
New +$15K 0.01% 415

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

Apollon Wealth Management's IDV Position: Q1 2026 in Review

Apollon Wealth Management reduced its iShares International Select Dividend ETF (IDV) stake by 5.9% in Q1 2026, selling an estimated $15.3K and leaving 5,806 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Apollon Wealth Management first reported a position in IDV in Q2 2020 and has held it in 14 quarters since. The position peaked at $2.08M in Q1 2024. 600 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

  • Apollon Wealth Management held 5,806 shares of iShares International Select Dividend ETF worth $247K as of Q1 2026.
  • Apollon Wealth Management sold 363 iShares International Select Dividend ETF shares in Q1 2026, an estimated $15.3K.
  • iShares International Select Dividend ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1213 holding.
  • Apollon Wealth Management first reported a position in iShares International Select Dividend ETF in Q2 2020 and has held it in 14 quarters since.
  • Apollon Wealth Management's iShares International Select Dividend ETF position peaked at $2.08M in Q1 2024.
  • 600 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.