U.S. Capital Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History

U.S. Capital Wealth Advisors’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	$839K	Sell	19,717 -7,652	-28%	-$322K	0.02%	561
2025 Q4	$1.08M	Buy	27,369 +12,003	+78%	+$455K	0.03%	468
2025 Q3	$562K	Buy	15,366 +320	+2%	+$11.5K	0.02%	608
2025 Q2	$519K	Sell	15,046 -286	-2%	-$9.34K	0.02%	585
2025 Q1	$476K	Sell	15,332 -5,052	-25%	-$148K	0.01%	599
2024 Q4	$558K	Sell	20,384 -2,783	-12%	-$79.7K	0.02%	536
2024 Q3	$700K	Sell	23,167 -3,603	-13%	-$105K	0.02%	408
2024 Q2	$741K	Sell	26,770 -1,284	-5%	-$36.5K	0.03%	383
2024 Q1	$787K	Sell	28,054 -3,037	-10%	-$83.9K	0.03%	384
2023 Q4	$870K	Sell	31,091 -11,356	-27%	-$296K	0.03%	350
2023 Q3	$1.08M	Buy	42,447 +4,905	+13%	+$130K	0.05%	304
2023 Q2	$988K	Buy	37,542 +12,168	+48%	+$332K	0.05%	327
2023 Q1	$698K	Buy	25,374 +14,107	+125%	+$397K	0.03%	377
2022 Q4	$306K	Buy	+11,267	New	+$286K	0.01%	529

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 $424B AUM 22.96% 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 $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 $570B AUM 27.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's IDV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares International Select Dividend ETF (IDV) stake by 28% in Q1 2026, selling an estimated $322K and leaving 19,717 shares worth $839K. The position accounts for 0.02% of the portfolio, ranked #561.

U.S. Capital Wealth Advisors first reported a position in IDV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.08M in Q4 2025. 604 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

U.S. Capital Wealth Advisors held 19,717 shares of iShares International Select Dividend ETF worth $839K as of Q1 2026.
U.S. Capital Wealth Advisors sold 7,652 iShares International Select Dividend ETF shares in Q1 2026, an estimated $322K.
iShares International Select Dividend ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #561 holding.
U.S. Capital Wealth Advisors first reported a position in iShares International Select Dividend ETF in Q4 2022 and has held it in 14 quarters since.
U.S. Capital Wealth Advisors's iShares International Select Dividend ETF position peaked at $1.08M in Q4 2025.
604 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.