Weaver Consulting Group’s Polen International Dividend Income Fund IDVZ Stock Holding History

Weaver Consulting Group’s Portfolio IDVZ Stock Details IDVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.01M	Buy	30,646 +4,269	+16%	+$147K	0.2%	106
2026 Q2	$906K	Buy	+26,377	New	+$914K	0.19%	109

Other funds holding IDVZ

49 Wealth Management Austin, Texas $1.66B AUM 9.74% 1-Year Est. Return

Alongside Austin, Texas $904M AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Financial Gravity Asset Management Lakeway, Texas $621M AUM

Weaver Consulting Group's IDVZ Position: Q3 2026 in Review

Weaver Consulting Group increased its Polen International Dividend Income Fund (IDVZ) stake by 16% in Q3 2026, buying an estimated $147K and bringing the position to 30,646 shares worth $1.01M. The position accounts for 0.2% of the portfolio, ranked #106.

Weaver Consulting Group first reported a position in IDVZ in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold IDVZ as of Q3 2026.

Weaver Consulting Group held 30,646 shares of Polen International Dividend Income Fund worth $1.01M as of Q3 2026.
Weaver Consulting Group bought 4,269 Polen International Dividend Income Fund shares in Q3 2026, an estimated $147K.
Polen International Dividend Income Fund made up 0.2% of Weaver Consulting Group's portfolio in Q3 2026, its #106 holding.
Weaver Consulting Group first reported a position in Polen International Dividend Income Fund in Q2 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Polen International Dividend Income Fund as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.