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

Liberty 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
Q1 		– Sell
-7,524
Closed -$297K – 273
2025
Q4 		$297K Buy
7,524
+1,844
+32% +$69.9K 0.04% 195
2025
Q3 		$208K Sell
5,680
-164
-3% -$5.9K 0.03% 236
2025
Q2 		$202K Buy
+5,844
New +$191K 0.03% 223

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Liberty Wealth Management's IDV Position: Q1 2026 in Review

Liberty Wealth Management sold out of iShares International Select Dividend ETF (IDV) in Q1 2026, closing a stake of 7,524 shares — an estimated $297K sold.

Liberty Wealth Management first reported a position in IDV in Q2 2025 and held it in 3 quarters. The position peaked at $297K in Q4 2025. 607 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

  • Liberty Wealth Management reported no remaining iShares International Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Liberty Wealth Management sold 7,524 iShares International Select Dividend ETF shares in Q1 2026, an estimated $297K.
  • Liberty Wealth Management first reported a position in iShares International Select Dividend ETF in Q2 2025 and held it in 3 quarters.
  • Liberty Wealth Management's iShares International Select Dividend ETF position peaked at $297K in Q4 2025.
  • 607 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.