GDS Wealth Management
IDV icon

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

GDS 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
Q3 		$41.9M Buy
993,572
+28,099
+3% +$1.23M 1.87% 10
2026
Q2 		$40M Buy
965,473
+32,943
+4% +$1.44M 1.9% 10
2026
Q1 		$39.7M Buy
932,530
+40,487
+5% +$1.7M 2.38% 7
2025
Q4 		$35.2M Buy
892,043
+21,383
+2% +$810K 2.2% 8
2025
Q3 		$31.8M Buy
870,660
+29,061
+3% +$1.05M 2.1% 5
2025
Q2 		$29M Sell
841,599
-33,482
-4% -$1.09M 2.12% 6
2025
Q1 		$27.1M Sell
875,081
-292
-0% -$8.57K 2.31% 8
2024
Q4 		$24M Buy
875,373
+9,271
+1% +$266K 2.18% 11
2024
Q3 		$26.2M Buy
866,102
+28,871
+3% +$841K 2.55% 8
2024
Q2 		$23.2M Sell
837,231
-6,134
-0.7% -$174K 2.54% 8
2024
Q1 		$23.6M Sell
843,365
-11,277
-1% -$312K 2.77% 5
2023
Q4 		$23.9M Sell
854,642
-4,922
-0.6% -$128K 3.23% 6
2023
Q3 		$21.8M Buy
859,564
+61,339
+8% +$1.63M 3.43% 7
2023
Q2 		$21M Buy
798,225
+53,558
+7% +$1.46M 3.41% 8
2023
Q1 		$20.5M Buy
744,667
+54,630
+8% +$1.54M 3.62% 8
2022
Q4 		$18.7M Buy
+690,037
New +$17.5M 3.58% 6

Other funds holding IDV

GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Eagle Bluffs Wealth Management
Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

GDS Wealth Management's IDV Position: Q3 2026 in Review

GDS Wealth Management increased its iShares International Select Dividend ETF (IDV) stake by 2.9% in Q3 2026, buying an estimated $1.23M and bringing the position to 993,572 shares worth $41.9M. The position accounts for 1.87% of the portfolio, ranked #10.

GDS Wealth Management first reported a position in IDV in Q4 2022 and has held it in 16 quarters since. 279 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

  • GDS Wealth Management held 993,572 shares of iShares International Select Dividend ETF worth $41.9M as of Q3 2026.
  • GDS Wealth Management bought 28,099 iShares International Select Dividend ETF shares in Q3 2026, an estimated $1.23M.
  • iShares International Select Dividend ETF made up 1.87% of GDS Wealth Management's portfolio in Q3 2026, its #10 holding.
  • GDS Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2022 and has held it in 16 quarters since.
  • 279 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on GDS Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.