IBEX Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$932K Buy
21,904
+44
+0.2% +$1.85K 0.09% 113
2025
Q4
$862K Buy
21,860
+2,134
+11% +$80.9K 0.08% 108
2025
Q3
$721K Sell
19,726
-30
-0.2% -$1.08K 0.07% 136
2025
Q2
$682K Buy
+19,756
New +$645K 0.07% 136

Other funds holding IDV

IBEX Wealth Advisors's IDV Position: Q1 2026 in Review

IBEX Wealth Advisors increased its iShares International Select Dividend ETF (IDV) stake by 0.2% in Q1 2026, buying an estimated $1.85K and bringing the position to 21,904 shares worth $932K. The position accounts for 0.09% of the portfolio, ranked #113.

IBEX Wealth Advisors first reported a position in IDV in Q2 2025 and has held it in 4 quarters since. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

  • IBEX Wealth Advisors held 21,904 shares of iShares International Select Dividend ETF worth $932K as of Q1 2026.
  • IBEX Wealth Advisors bought 44 iShares International Select Dividend ETF shares in Q1 2026, an estimated $1.85K.
  • iShares International Select Dividend ETF made up 0.09% of IBEX Wealth Advisors's portfolio in Q1 2026, its #113 holding.
  • IBEX Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q2 2025 and has held it in 4 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.