SWS Partners’s iShares International Select Dividend ETF IDV Stock Holding History

SWS Partners’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	$447K	Buy	10,794 +75	+0.7%	+$3.29K	0.1%	97
2026 Q1	$456K	Buy	10,719 +14	+0.1%	+$588	0.11%	100
2025 Q4	$422K	Sell	10,705 -168	-2%	-$6.37K	0.1%	107
2025 Q3	$397K	Buy	10,873 +30	+0.3%	+$1.08K	0.1%	109
2025 Q2	$374K	Buy	10,843 +63	+0.6%	+$2.06K	0.1%	109
2025 Q1	$334K	Sell	10,780 -999	-8%	-$29.3K	0.11%	101
2024 Q4	$323K	Sell	11,779 -342	-3%	-$9.8K	0.1%	110
2024 Q3	$366K	Hold	12,121	–	–	0.12%	105
2024 Q2	$335K	Sell	12,121 -1	-0%	-$28	0.1%	105
2024 Q1	$340K	Sell	12,122 -114	-0.9%	-$3.15K	0.1%	105
2023 Q4	$342K	Hold	12,236	–	–	0.11%	102
2023 Q3	$311K	Hold	12,236	–	–	0.11%	105
2023 Q2	$322K	Hold	12,236	–	–	0.12%	103
2023 Q1	$336K	Sell	12,236 -137	-1%	-$3.86K	0.13%	108
2022 Q4	$336K	Sell	12,373 -29	-0.2%	-$735	0.16%	80
2022 Q3	$279K	Buy	+12,402	New	+$327K	0.13%	99
2021 Q1	–	Sell	-12,989	Closed	-$383K	–	89
2020 Q4	$383K	Sell	12,989 -185	-1%	-$5.06K	0.17%	104
2020 Q3	$328K	Buy	+13,174	New	+$342K	0.16%	104
2019 Q3	$419K	Buy	12,904 +745	+6%	+$22.5K	0.25%	82
2019 Q2	$375K	Buy	+12,159	New	+$377K	0.24%	89
2018 Q4	$366K	Buy	12,731 +623	+5%	+$19.1K	0.28%	67
2018 Q3	$395K	Sell	12,108 -25	-0.2%	-$818	0.25%	69
2018 Q2	$389K	Buy	+12,133	New	+$406K	0.27%	69

Other funds holding IDV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

SWS Partners's IDV Position: Q2 2026 in Review

SWS Partners increased its iShares International Select Dividend ETF (IDV) stake by 0.7% in Q2 2026, buying an estimated $3.29K and bringing the position to 10,794 shares worth $447K. The position accounts for 0.1% of the portfolio, ranked #97.

SWS Partners first reported a position in IDV in Q2 2018 and has held it in 23 quarters since. The position peaked at $456K in Q1 2026. 354 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

SWS Partners held 10,794 shares of iShares International Select Dividend ETF worth $447K as of Q2 2026.
SWS Partners bought 75 iShares International Select Dividend ETF shares in Q2 2026, an estimated $3.29K.
iShares International Select Dividend ETF made up 0.1% of SWS Partners's portfolio in Q2 2026, its #97 holding.
SWS Partners first reported a position in iShares International Select Dividend ETF in Q2 2018 and has held it in 23 quarters since.
SWS Partners's iShares International Select Dividend ETF position peaked at $456K in Q1 2026.
354 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.