Phillips Financial Management’s iShares International Select Dividend ETF IDV Stock Holding History

Phillips Financial 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	$1.87K	Hold	44	–	–	﹤0.01%	278
2025 Q4	$1.74K	Hold	44	–	–	﹤0.01%	303
2025 Q3	$1.61K	Hold	44	–	–	﹤0.01%	301
2025 Q2	$1.52K	Buy	+44	New	+$1.44K	﹤0.01%	275
2022 Q4	–	Sell	-746	Closed	-$17K	–	229
2022 Q3	$17K	Buy	+746	New	+$19.6K	﹤0.01%	194

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

Phillips Financial Management's IDV Position: Q1 2026 in Review

Phillips Financial Management held its iShares International Select Dividend ETF (IDV) position steady in Q1 2026 at 44 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Phillips Financial Management first reported a position in IDV in Q3 2022 and has held it in 5 quarters since. The position peaked at $17K in Q3 2022. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Phillips Financial Management held 44 shares of iShares International Select Dividend ETF worth $1.87K as of Q1 2026.
Phillips Financial Management left its iShares International Select Dividend ETF share count unchanged in Q1 2026.
iShares International Select Dividend ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q1 2026, its #278 holding.
Phillips Financial Management first reported a position in iShares International Select Dividend ETF in Q3 2022 and has held it in 5 quarters since.
Phillips Financial Management's iShares International Select Dividend ETF position peaked at $17K in Q3 2022.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.