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

Western Wealth Management’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	$533K	Buy	12,525 +4,789	+62%	+$201K	0.02%	622
2025 Q4	$305K	Sell	7,736 -685	-8%	-$26K	0.01%	653
2025 Q3	$308K	Buy	8,421 +28	+0.3%	+$1.01K	0.02%	589
2025 Q2	$290K	Sell	8,393 -1,213	-13%	-$39.6K	0.02%	560
2025 Q1	$298K	Buy	9,606 +177	+2%	+$5.19K	0.02%	536
2024 Q4	$258K	Buy	9,429 +36	+0.4%	+$1.03K	0.02%	567
2024 Q3	$284K	Buy	9,393 +92	+1%	+$2.68K	0.02%	615
2024 Q2	$257K	Sell	9,301 -54	-0.6%	-$1.53K	0.02%	541
2024 Q1	$262K	Buy	9,355 +261	+3%	+$7.21K	0.02%	546
2023 Q4	$255K	Sell	9,094 -157	-2%	-$4.09K	0.02%	596
2023 Q3	$235K	Buy	+9,251	New	+$245K	0.02%	567
2022 Q4	–	Sell	-13,907	Closed	-$312K	–	692
2022 Q3	$312K	Buy	13,907 +2,095	+18%	+$55.2K	0.02%	624
2022 Q2	$321K	Sell	11,812 -809	-6%	-$24.4K	0.02%	590
2022 Q1	$400K	Buy	+12,621	New	+$404K	0.02%	592

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

Western Wealth Management's IDV Position: Q1 2026 in Review

Western Wealth Management increased its iShares International Select Dividend ETF (IDV) stake by 62% in Q1 2026, buying an estimated $201K and bringing the position to 12,525 shares worth $533K. The position accounts for 0.02% of the portfolio, ranked #622.

Western Wealth Management first reported a position in IDV in Q1 2022 and has held it in 14 quarters since. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Western Wealth Management held 12,525 shares of iShares International Select Dividend ETF worth $533K as of Q1 2026.
Western Wealth Management bought 4,789 iShares International Select Dividend ETF shares in Q1 2026, an estimated $201K.
iShares International Select Dividend ETF made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #622 holding.
Western Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2022 and has held it in 14 quarters since.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.