Badgley Phelps Wealth Managers’s iShares International Select Dividend ETF IDV Stock Holding History

Badgley Phelps Wealth Managers’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	$400K	Hold	9,387	–	–	0.01%	259
2025 Q4	$370K	Hold	9,387	–	–	0.01%	261
2025 Q3	$343K	Sell	9,387 -700	-7%	-$25.2K	0.01%	254
2025 Q2	$348K	Hold	10,087	–	–	0.01%	242
2025 Q1	$313K	Buy	+10,087	New	+$296K	0.01%	250

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

Badgley Phelps Wealth Managers's IDV Position: Q1 2026 in Review

Badgley Phelps Wealth Managers held its iShares International Select Dividend ETF (IDV) position steady in Q1 2026 at 9,387 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #259.

Badgley Phelps Wealth Managers first reported a position in IDV in Q1 2025 and has held it in 5 quarters since. 600 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Badgley Phelps Wealth Managers held 9,387 shares of iShares International Select Dividend ETF worth $400K as of Q1 2026.
Badgley Phelps Wealth Managers left its iShares International Select Dividend ETF share count unchanged in Q1 2026.
iShares International Select Dividend ETF made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #259 holding.
Badgley Phelps Wealth Managers first reported a position in iShares International Select Dividend ETF in Q1 2025 and has held it in 5 quarters since.
600 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.