Unique Wealth
IDV icon

Unique Wealth’s iShares International Select Dividend ETF IDV Stock Holding History

Unique Wealth’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 		$222K Hold
5,251
– – 0.03% 202
2026
Q2 		$218K Hold
5,251
– – 0.03% 195
2026
Q1 		$223K Hold
5,251
– – 0.03% 175
2025
Q4 		$207K Buy
+5,251
New +$199K 0.03% 181
2025
Q3 		– Sell
-7,159
Closed -$247K – 181
2025
Q2 		$247K Hold
7,159
– – 0.04% 157
2025
Q1 		$222K Sell
7,159
-1,562
-18% -$45.8K 0.04% 147
2024
Q4 		$239K Sell
8,721
-2,176
-20% -$62.3K 0.05% 127
2024
Q3 		$329K Sell
10,897
-9,586
-47% -$279K 0.08% 93
2024
Q2 		$567K Sell
20,483
-3,681
-15% -$105K 0.15% 61
2024
Q1 		$678K Buy
24,164
+954
+4% +$26.4K 0.19% 55
2023
Q4 		$650K Buy
23,210
+1,248
+6% +$32.5K 0.21% 46
2023
Q3 		$558K Buy
21,962
+2,036
+10% +$54K 0.23% 45
2023
Q2 		$525K Buy
19,926
+170
+0.9% +$4.64K 0.23% 34
2023
Q1 		$543K Buy
19,756
+309
+2% +$8.7K 0.26% 28
2022
Q4 		$528K Buy
+19,447
New +$493K 0.28% 28

Other funds holding IDV

GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
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
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Unique Wealth's IDV Position: Q3 2026 in Review

Unique Wealth held its iShares International Select Dividend ETF (IDV) position steady in Q3 2026 at 5,251 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #202.

Unique Wealth first reported a position in IDV in Q4 2022 and has held it in 15 quarters since. The position peaked at $678K in Q1 2024. 279 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

  • Unique Wealth held 5,251 shares of iShares International Select Dividend ETF worth $222K as of Q3 2026.
  • Unique Wealth left its iShares International Select Dividend ETF share count unchanged in Q3 2026.
  • iShares International Select Dividend ETF made up 0.03% of Unique Wealth's portfolio in Q3 2026, its #202 holding.
  • Unique Wealth first reported a position in iShares International Select Dividend ETF in Q4 2022 and has held it in 15 quarters since.
  • Unique Wealth's iShares International Select Dividend ETF position peaked at $678K in Q1 2024.
  • 279 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.