Horizon Family Wealth’s iShares International Select Dividend ETF IDV Stock Holding History

Horizon Family Wealth’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	$558K	Buy	13,104 +129	+1%	+$5.42K	0.29%	56
2025 Q4	$512K	Buy	12,975 +246	+2%	+$9.32K	0.27%	55
2025 Q3	$465K	Buy	12,729 +77	+0.6%	+$2.77K	0.27%	57
2025 Q2	$437K	Buy	12,652 +288	+2%	+$9.4K	0.27%	54
2025 Q1	$384K	Sell	12,364 -43	-0.3%	-$1.26K	0.26%	50
2024 Q4	$340K	Sell	12,407 -37	-0.3%	-$1.06K	0.23%	61
2024 Q3	$376K	Buy	12,444 +232	+2%	+$6.76K	0.27%	49
2024 Q2	$338K	Sell	12,212 -32	-0.3%	-$909	0.26%	51
2024 Q1	$343K	Buy	12,244 +77	+0.6%	+$2.13K	0.26%	50
2023 Q4	$341K	Sell	12,167 -948	-7%	-$24.7K	0.29%	45
2023 Q3	$333K	Hold	13,115	–	–	0.32%	41
2023 Q2	$345K	Buy	13,115 +2,107	+19%	+$57.5K	0.33%	41
2023 Q1	$303K	Buy	+11,008	New	+$310K	0.32%	44

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

Horizon Family Wealth's IDV Position: Q1 2026 in Review

Horizon Family Wealth increased its iShares International Select Dividend ETF (IDV) stake by 0.99% in Q1 2026, buying an estimated $5.42K and bringing the position to 13,104 shares worth $558K. The position accounts for 0.29% of the portfolio, ranked #56.

Horizon Family Wealth first reported a position in IDV in Q1 2023 and has held it in 13 quarters since. 602 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Horizon Family Wealth held 13,104 shares of iShares International Select Dividend ETF worth $558K as of Q1 2026.
Horizon Family Wealth bought 129 iShares International Select Dividend ETF shares in Q1 2026, an estimated $5.42K.
iShares International Select Dividend ETF made up 0.29% of Horizon Family Wealth's portfolio in Q1 2026, its #56 holding.
Horizon Family Wealth first reported a position in iShares International Select Dividend ETF in Q1 2023 and has held it in 13 quarters since.
602 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.