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 Q2	$321K	Sell	7,741 -4,784	-38%	-$210K	0.01%	813
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	0.01%	652
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

Western Wealth Management's IDV Position: Q2 2026 in Review

Western Wealth Management reduced its iShares International Select Dividend ETF (IDV) stake by 38% in Q2 2026, selling an estimated $210K and leaving 7,741 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #813.

Western Wealth Management first reported a position in IDV in Q1 2022 and has held it in 15 quarters since. The position peaked at $533K in Q1 2026. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Western Wealth Management held 7,741 shares of iShares International Select Dividend ETF worth $321K as of Q2 2026.
Western Wealth Management sold 4,784 iShares International Select Dividend ETF shares in Q2 2026, an estimated $210K.
iShares International Select Dividend ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #813 holding.
Western Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2022 and has held it in 15 quarters since.
Western Wealth Management's iShares International Select Dividend ETF position peaked at $533K in Q1 2026.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.