Sweeney & Michel
IDV icon

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
Q3 		$426K Buy
10,100
+160
+2% +$7.01K 0.11% 105
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

GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Eagle Bluffs Wealth Management
Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Capital Advisors Wealth Management
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Sweeney & Michel's IDV Position: Q3 2026 in Review

Sweeney & Michel increased its iShares International Select Dividend ETF (IDV) stake by 1.6% in Q3 2026, buying an estimated $7.01K and bringing the position to 10,100 shares worth $426K. The position accounts for 0.11% of the portfolio, ranked #105.

Sweeney & Michel first reported a position in IDV in Q1 2023 and has held it in 11 quarters since. The position peaked at $530K in Q1 2026. 193 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

  • Sweeney & Michel held 10,100 shares of iShares International Select Dividend ETF worth $426K as of Q3 2026.
  • Sweeney & Michel bought 160 iShares International Select Dividend ETF shares in Q3 2026, an estimated $7.01K.
  • iShares International Select Dividend ETF made up 0.11% of Sweeney & Michel's portfolio in Q3 2026, its #105 holding.
  • Sweeney & Michel first reported a position in iShares International Select Dividend ETF in Q1 2023 and has held it in 11 quarters since.
  • Sweeney & Michel's iShares International Select Dividend ETF position peaked at $530K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.