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

WealthShield 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 Q1	$174K	Hold	4,100	–	–	0.02%	364
2025 Q4	$162K	Hold	4,100	–	–	0.02%	361
2025 Q3	$150K	Hold	4,100	–	–	0.02%	363
2025 Q2	$141K	Hold	4,100	–	–	0.02%	351
2025 Q1	$127K	Hold	4,100	–	–	0.02%	350
2024 Q4	$112K	Buy	4,100 +3,700	+925%	+$106K	0.02%	330
2024 Q3	$12.1K	Hold	400	–	–	﹤0.01%	444
2024 Q2	$11.1K	Hold	400	–	–	﹤0.01%	421
2024 Q1	$11.2K	Hold	400	–	–	﹤0.01%	421
2023 Q4	$11.2K	Buy	+400	New	+$10.4K	﹤0.01%	432
2021 Q3	–	Sell	-400	Closed	-$13K	–	467
2021 Q2	$13K	Hold	400	–	–	﹤0.01%	717
2021 Q1	$13K	Buy	+400	New	+$12.4K	﹤0.01%	754
2020 Q4	–	Sell	-400	Closed	-$10K	–	333
2020 Q3	$10K	Hold	400	–	–	﹤0.01%	347
2020 Q2	$10K	Hold	400	–	–	﹤0.01%	293
2020 Q1	$9K	Buy	+400	New	+$12.1K	0.01%	225
2019 Q4	–	Sell	-432	Closed	-$13K	–	277
2019 Q3	$13K	Hold	432	–	–	0.01%	233
2019 Q2	$13K	Hold	432	–	–	0.01%	204
2019 Q1	$13K	Hold	432	–	–	0.01%	231
2018 Q4	$12K	Sell	432 -600	-58%	-$18.4K	0.01%	203
2018 Q3	$34K	Buy	1,032 +600	+139%	+$19.6K	0.02%	177
2018 Q2	$14K	Sell	432 -462	-52%	-$15.5K	0.01%	197
2018 Q1	$30K	Sell	894 -143	-14%	-$4.87K	0.02%	167
2017 Q4	$35K	Buy	+1,037	New	+$34.8K	0.02%	164

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 $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthShield Partners's IDV Position: Q1 2026 in Review

WealthShield Partners held its iShares International Select Dividend ETF (IDV) position steady in Q1 2026 at 4,100 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #364.

WealthShield Partners first reported a position in IDV in Q4 2017 and has held it in 23 quarters since. 602 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

WealthShield Partners held 4,100 shares of iShares International Select Dividend ETF worth $174K as of Q1 2026.
WealthShield Partners left its iShares International Select Dividend ETF share count unchanged in Q1 2026.
iShares International Select Dividend ETF made up 0.02% of WealthShield Partners's portfolio in Q1 2026, its #364 holding.
WealthShield Partners first reported a position in iShares International Select Dividend ETF in Q4 2017 and has held it in 23 quarters since.
602 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.