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

Prosperity 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
2025
Q4 		$986K Sell
24,990
-2,750
-10% -$104K 0.33% 66
2025
Q3 		$1.01M Buy
27,740
+11,140
+67% +$401K 0.34% 62
2025
Q2 		$573K Buy
+16,600
New +$542K 0.21% 110

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM

Prosperity Wealth Management's IDV Position: Q4 2025 in Review

Prosperity Wealth Management reduced its iShares International Select Dividend ETF (IDV) stake by 9.9% in Q4 2025, selling an estimated $104K and leaving 24,990 shares worth $986K. The position accounts for 0.33% of the portfolio, ranked #66.

Prosperity Wealth Management first reported a position in IDV in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q3 2025. 575 funds tracked by Wall St. Rank hold IDV as of Q4 2025.

  • Prosperity Wealth Management held 24,990 shares of iShares International Select Dividend ETF worth $986K as of Q4 2025.
  • Prosperity Wealth Management sold 2,750 iShares International Select Dividend ETF shares in Q4 2025, an estimated $104K.
  • iShares International Select Dividend ETF made up 0.33% of Prosperity Wealth Management's portfolio in Q4 2025, its #66 holding.
  • Prosperity Wealth Management first reported a position in iShares International Select Dividend ETF in Q2 2025 and has held it in 3 quarters since.
  • Prosperity Wealth Management's iShares International Select Dividend ETF position peaked at $1.01M in Q3 2025.
  • 575 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.