Citadel Advisors’s Polen International Dividend Income Fund IDVZ Stock Holding History

Citadel Advisors’s Portfolio IDVZ Stock Details IDVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-38,405	Closed	-$1.22M	–	14614
2025 Q4	$1.22M	Sell	38,405 -8,935	-19%	-$276K	﹤0.01%	6964
2025 Q3	$1.46M	Buy	47,340 +40,500	+592%	+$1.2M	﹤0.01%	6731
2025 Q2	$200K	Buy	+6,840	New	+$192K	﹤0.01%	10682

Other funds holding IDVZ

4WM

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Citadel Advisors's IDVZ Position: Q1 2026 in Review

Citadel Advisors sold out of Polen International Dividend Income Fund (IDVZ) in Q1 2026, closing a stake of 38,405 shares — an estimated $1.22M sold.

Citadel Advisors first reported a position in IDVZ in Q2 2025 and held it in 3 quarters. The position peaked at $1.46M in Q3 2025. 7 funds tracked by Wall St. Rank hold IDVZ as of Q1 2026.

Citadel Advisors reported no remaining Polen International Dividend Income Fund position as of Q1 2026 after selling out during the quarter.
Citadel Advisors sold 38,405 Polen International Dividend Income Fund shares in Q1 2026, an estimated $1.22M.
Citadel Advisors first reported a position in Polen International Dividend Income Fund in Q2 2025 and held it in 3 quarters.
Citadel Advisors's Polen International Dividend Income Fund position peaked at $1.46M in Q3 2025.
7 funds tracked by Wall St. Rank held Polen International Dividend Income Fund as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.