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 Q2	$443K	Sell	9,940 -2,042	-17%	-$89.4K	0.12%	105
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sweeney & Michel's IDV Position: Q2 2026 in Review

Sweeney & Michel reduced its iShares International Select Dividend ETF (IDV) stake by 17% in Q2 2026, selling an estimated $89.4K and leaving 9,940 shares worth $443K. The position accounts for 0.12% of the portfolio, ranked #105.

Sweeney & Michel first reported a position in IDV in Q1 2023 and has held it in 10 quarters since. The position peaked at $530K in Q1 2026. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Sweeney & Michel held 9,940 shares of iShares International Select Dividend ETF worth $443K as of Q2 2026.
Sweeney & Michel sold 2,042 iShares International Select Dividend ETF shares in Q2 2026, an estimated $89.4K.
iShares International Select Dividend ETF made up 0.12% of Sweeney & Michel's portfolio in Q2 2026, its #105 holding.
Sweeney & Michel first reported a position in iShares International Select Dividend ETF in Q1 2023 and has held it in 10 quarters since.
Sweeney & Michel's iShares International Select Dividend ETF position peaked at $530K in Q1 2026.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.