Westside Investment Management’s iShares International Select Dividend ETF IDV Stock Holding History

Westside Investment 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	$39.2K	Hold	945	–	–	0.01%	680
2026 Q1	$40.2K	Buy	945 +220	+30%	+$9.25K	0.01%	634
2025 Q4	$28.6K	Buy	725 +275	+61%	+$10.4K	﹤0.01%	736
2025 Q3	$16.4K	Hold	450	–	–	﹤0.01%	954
2025 Q2	$15.5K	Hold	450	–	–	﹤0.01%	778
2025 Q1	$14K	Sell	450 -700	-61%	-$20.5K	﹤0.01%	633
2024 Q4	$31.5K	Hold	1,150	–	–	0.01%	481
2024 Q3	$33.5K	Hold	1,150	–	–	0.01%	466
2024 Q2	$31.8K	Hold	1,150	–	–	0.01%	456
2024 Q1	$32.2K	Buy	1,150 +700	+156%	+$19.3K	0.01%	442
2023 Q4	$12.6K	Hold	450	–	–	﹤0.01%	558
2023 Q3	$11.4K	Sell	450 -148	-25%	-$3.92K	﹤0.01%	561
2023 Q2	$15.7K	Hold	598	–	–	﹤0.01%	517
2023 Q1	$16.4K	Hold	598	–	–	﹤0.01%	513
2022 Q4	$16	Hold	598	–	–	﹤0.01%	549
2022 Q3	$13	Hold	598	–	–	﹤0.01%	559
2022 Q2	$16	Hold	598	–	–	﹤0.01%	537
2022 Q1	$18	Hold	598	–	–	﹤0.01%	533
2021 Q4	$18	Hold	598	–	–	﹤0.01%	517
2021 Q3	$18	Hold	598	–	–	﹤0.01%	498
2021 Q2	$19	Hold	598	–	–	﹤0.01%	482
2021 Q1	$18	Hold	598	–	–	﹤0.01%	472
2020 Q4	$17	Hold	598	–	–	﹤0.01%	445
2020 Q3	$14	Buy	598 +100	+20%	+$2.59K	﹤0.01%	462
2020 Q2	$12	Hold	498	–	–	﹤0.01%	458
2020 Q1	$11	Buy	+498	New	+$15K	﹤0.01%	451
2019 Q2	$15	Buy	+498	New	+$15.4K	﹤0.01%	422
2018 Q4	$14.3K	Sell	498 -100	-17%	-$3.07K	0.01%	411
2018 Q3	$19.1K	Buy	598 +100	+20%	+$3.27K	0.01%	366
2018 Q2	$15.8K	Hold	498	–	–	0.01%	457
2018 Q1	$16.2K	Hold	498	–	–	0.01%	428
2017 Q4	$17.2K	Buy	498 +200	+67%	+$6.7K	0.01%	448
2017 Q3	$9.98K	Hold	298	–	–	0.01%	546
2017 Q2	$9.7K	Hold	298	–	–	0.01%	545
2017 Q1	$9.28K	Buy	+298	New	+$9.19K	﹤0.01%	522

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

Westside Investment Management's IDV Position: Q2 2026 in Review

Westside Investment Management held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 945 shares worth $39.2K. The position accounts for 0.01% of the portfolio, ranked #680.

Westside Investment Management first reported a position in IDV in Q1 2017 and has held it in 35 quarters since. The position peaked at $40.2K in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Westside Investment Management held 945 shares of iShares International Select Dividend ETF worth $39.2K as of Q2 2026.
Westside Investment Management left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #680 holding.
Westside Investment Management first reported a position in iShares International Select Dividend ETF in Q1 2017 and has held it in 35 quarters since.
Westside Investment Management's iShares International Select Dividend ETF position peaked at $40.2K in Q1 2026.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.