EF
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Elite Financial’s iShares International Select Dividend ETF IDV Stock Holding History

Elite 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 		$1.5M Sell
35,195
-1,050
-3% -$44.1K 0.67% 22
2025
Q4 		$1.43M Hold
36,245
– – 0.65% 22
2025
Q3 		$1.38M Sell
36,245
-1,100
-3% -$39.6K 0.63% 22
2025
Q2 		$1.32M Buy
37,345
+1,300
+4% +$42.4K 0.65% 22
2025
Q1 		$1.12M Sell
36,045
-1,366
-4% -$40.1K 0.59% 22
2024
Q4 		$1.02M Buy
+37,411
New +$1.07M 0.55% 23

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

Elite Financial's IDV Position: Q1 2026 in Review

Elite Financial reduced its iShares International Select Dividend ETF (IDV) stake by 2.9% in Q1 2026, selling an estimated $44.1K and leaving 35,195 shares worth $1.5M. The position accounts for 0.67% of the portfolio, ranked #22.

Elite Financial first reported a position in IDV in Q4 2024 and has held it in 6 quarters since. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

  • Elite Financial held 35,195 shares of iShares International Select Dividend ETF worth $1.5M as of Q1 2026.
  • Elite Financial sold 1,050 iShares International Select Dividend ETF shares in Q1 2026, an estimated $44.1K.
  • iShares International Select Dividend ETF made up 0.67% of Elite Financial's portfolio in Q1 2026, its #22 holding.
  • Elite Financial first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 6 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Elite Financial's 13F filing for Q1 2026, filed 12 May 2026.