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

SHP 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 		$214K Sell
5,022
-80
-2% -$3.36K 0.02% 257
2025
Q4 		$201K Buy
+5,102
New +$193K 0.02% 251

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $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 $570B AUM 27.57% 1-Year Est. Return

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

SHP Wealth Management reduced its iShares International Select Dividend ETF (IDV) stake by 1.6% in Q1 2026, selling an estimated $3.36K and leaving 5,022 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #257.

SHP Wealth Management first reported a position in IDV in Q4 2025 and has held it in 2 quarters since. 604 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

  • SHP Wealth Management held 5,022 shares of iShares International Select Dividend ETF worth $214K as of Q1 2026.
  • SHP Wealth Management sold 80 iShares International Select Dividend ETF shares in Q1 2026, an estimated $3.36K.
  • iShares International Select Dividend ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #257 holding.
  • SHP Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2025 and has held it in 2 quarters since.
  • 604 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.