Saxon Interests’s iShares International Select Dividend ETF IDV Stock Holding History

Saxon Interests’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 Q3	$2.89M	Buy	68,529 +8,777	+15%	+$385K	1%	21
2026 Q2	$2.48M	Sell	59,752 -12,609	-17%	-$552K	0.68%	29
2026 Q1	$3.08M	Sell	72,361 -6,167	-8%	-$259K	1.06%	22
2025 Q4	$3.1M	Sell	78,528 -1,529	-2%	-$57.9K	1.09%	19
2025 Q3	$2.93M	Buy	+80,057	New	+$2.88M	1.15%	19
2024 Q4	–	Sell	-12,162	Closed	-$368K	–	195
2024 Q3	$368K	Hold	12,162	–	–	0.17%	123
2024 Q2	$337K	Sell	12,162 -127	-1%	-$3.61K	0.16%	127
2024 Q1	$345K	Hold	12,289	–	–	0.16%	129
2023 Q4	$344K	Buy	+12,289	New	+$320K	0.17%	129
2023 Q2	–	Sell	-27,640	Closed	-$760K	–	172
2023 Q1	$760K	Buy	+27,640	New	+$778K	0.43%	77

Other funds holding IDV

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Saxon Interests's IDV Position: Q3 2026 in Review

Saxon Interests increased its iShares International Select Dividend ETF (IDV) stake by 15% in Q3 2026, buying an estimated $385K and bringing the position to 68,529 shares worth $2.89M. The position accounts for 1% of the portfolio, ranked #21.

Saxon Interests first reported a position in IDV in Q1 2023 and has held it in 10 quarters since. The position peaked at $3.1M in Q4 2025. 436 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

Saxon Interests held 68,529 shares of iShares International Select Dividend ETF worth $2.89M as of Q3 2026.
Saxon Interests bought 8,777 iShares International Select Dividend ETF shares in Q3 2026, an estimated $385K.
iShares International Select Dividend ETF made up 1% of Saxon Interests's portfolio in Q3 2026, its #21 holding.
Saxon Interests first reported a position in iShares International Select Dividend ETF in Q1 2023 and has held it in 10 quarters since.
Saxon Interests's iShares International Select Dividend ETF position peaked at $3.1M in Q4 2025.
436 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.