Sweeney & Michel’s iShares International Select Dividend ETF IDV Stock Holding History

Sweeney & Michel’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	$530K	Buy	11,982 +238	+2%	+$10K	0.16%	85
2025 Q4	$515K	Buy	11,744 +691	+6%	+$26.2K	0.15%	92
2025 Q3	$397K	Buy	11,053 +1,431	+15%	+$51.5K	0.13%	99
2025 Q2	$337K	Buy	9,622 +917	+11%	+$29.9K	0.12%	102
2025 Q1	$242K	Buy	+8,705	New	+$255K	0.11%	110
2024 Q3	$202K	Buy	+6,807	New	+$198K	0.08%	118
2023 Q3	$206K	Sell	8,185 -638	-7%	-$16.9K	0.11%	101
2023 Q2	$235K	Sell	8,823 -5,048	-36%	-$138K	0.12%	96
2023 Q1	$375K	Buy	+13,871	New	+$391K	0.2%	79

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

Sweeney & Michel's IDV Position: Q1 2026 in Review

Sweeney & Michel increased its iShares International Select Dividend ETF (IDV) stake by 2% in Q1 2026, buying an estimated $10K and bringing the position to 11,982 shares worth $530K. The position accounts for 0.16% of the portfolio, ranked #85.

Sweeney & Michel first reported a position in IDV in Q1 2023 and has held it in 9 quarters since. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Sweeney & Michel held 11,982 shares of iShares International Select Dividend ETF worth $530K as of Q1 2026.
Sweeney & Michel bought 238 iShares International Select Dividend ETF shares in Q1 2026, an estimated $10K.
iShares International Select Dividend ETF made up 0.16% of Sweeney & Michel's portfolio in Q1 2026, its #85 holding.
Sweeney & Michel first reported a position in iShares International Select Dividend ETF in Q1 2023 and has held it in 9 quarters since.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.