Wharton Business Group’s iShares International Select Dividend ETF IDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-42,170
| Closed | -$3.87M | – | 142 |
|
|
2025
Q2 | $3.87M | Buy |
42,170
+10,500
| +33% | +$343K | 0.16% | 60 |
|
|
2025
Q1 | $982K | Hold |
31,670
| – | – | 0.04% | 79 |
|
|
2024
Q4 | $867K | Sell |
31,670
-4,255
| -12% | -$122K | 0.04% | 82 |
|
|
2024
Q3 | $1.09M | Hold |
35,925
| – | – | 0.05% | 83 |
|
|
2024
Q2 | $994K | Buy |
35,925
+2,090
| +6% | +$59.4K | 0.05% | 79 |
|
|
2024
Q1 | $949K | Hold |
33,835
| – | – | 0.05% | 80 |
|
|
2023
Q4 | $947K | Hold |
33,835
| – | – | 0.05% | 76 |
|
|
2023
Q3 | $859K | Hold |
33,835
| – | – | 0.05% | 80 |
|
|
2023
Q2 | $891K | Hold |
33,835
| – | – | 0.06% | 73 |
|
|
2023
Q1 | $930K | Buy |
33,835
+2,165
| +7% | +$61K | 0.06% | 76 |
|
|
2022
Q4 | $860K | Buy |
31,670
+8,885
| +39% | +$225K | 0.05% | 80 |
|
|
2022
Q3 | $513K | Buy |
22,785
+4,445
| +24% | +$117K | 0.03% | 84 |
|
|
2022
Q2 | $498K | Hold |
18,340
| – | – | 0.03% | 85 |
|
|
2022
Q1 | $582K | Hold |
18,340
| – | – | 0.04% | 79 |
|
|
2021
Q4 | $572K | Buy |
+18,340
| New | +$567K | 0.04% | 86 |
|
|
2021
Q3 | – | Sell |
-16,785
| Closed | -$544K | – | 93 |
|
|
2021
Q2 | $544K | Buy |
16,785
+840
| +5% | +$27.7K | 0.04% | 75 |
|
|
2021
Q1 | $502K | Buy |
15,945
+495
| +3% | +$15.4K | 0.04% | 75 |
|
|
2020
Q4 | $455K | Sell |
15,450
-10,320
| -40% | -$282K | 0.04% | 77 |
|
|
2020
Q3 | $642K | Buy |
25,770
+13,190
| +105% | +$342K | 0.06% | 65 |
|
|
2020
Q2 | $316K | Hold |
12,580
| – | – | 0.03% | 86 |
|
|
2020
Q1 | $284K | Hold |
12,580
| – | – | 0.03% | 77 |
|
|
2019
Q4 | $422K | Hold |
12,580
| – | – | 0.04% | 74 |
|
|
2019
Q3 | $387K | Hold |
12,580
| – | – | 0.04% | 72 |
|
|
2019
Q2 | $386K | Hold |
12,580
| – | – | 0.04% | 73 |
|
|
2019
Q1 | $388K | Hold |
12,580
| – | – | 0.04% | 77 |
|
|
2018
Q4 | $361K | Hold |
12,580
| – | – | 0.04% | 78 |
|
|
2018
Q3 | $410K | Hold |
12,580
| – | – | 0.04% | 76 |
|
|
2018
Q2 | $403K | Hold |
12,580
| – | – | 0.04% | 74 |
|
|
2018
Q1 | $415K | Hold |
12,580
| – | – | 0.04% | 73 |
|
|
2017
Q4 | $425K | Sell |
12,580
-745
| -6% | -$25K | 0.04% | 77 |
|
|
2017
Q3 | $450K | Buy |
+13,325
| New | +$445K | 0.05% | 77 |
|
|
2015
Q1 | – | Sell |
-35,390
| Closed | -$1.19M | – | 143 |
|
|
2014
Q4 | $1.19M | Hold |
35,390
| – | – | 0.1% | 91 |
|
|
2014
Q3 | $1.27M | Hold |
35,390
| – | – | 0.11% | 96 |
|
|
2014
Q2 | $1.41M | Hold |
35,390
| – | – | 0.16% | 88 |
|
|
2014
Q1 | $1.37M | Hold |
35,390
| – | – | 0.11% | 102 |
|
|
2013
Q4 | $1.34M | Hold |
35,390
| – | – | 0.11% | 99 |
|
|
2013
Q3 | $1.28M | Hold |
35,390
| – | – | 0.11% | 96 |
|
|
2013
Q2 | $1.13M | Buy |
+35,390
| New | +$1.22M | 0.1% | 103 |
|
Other funds holding IDV
Wharton Business Group's IDV Position: Q3 2025 in Review
Wharton Business Group sold out of iShares International Select Dividend ETF (IDV) in Q3 2025, closing a stake of 42,170 shares — an estimated $3.87M sold.
Wharton Business Group first reported a position in IDV in Q2 2013 and held it in 38 quarters. The position peaked at $3.87M in Q2 2025. 516 funds tracked by Wall St. Rank hold IDV as of Q3 2025.
- Wharton Business Group reported no remaining iShares International Select Dividend ETF position as of Q3 2025 after selling out during the quarter.
- Wharton Business Group sold 42,170 iShares International Select Dividend ETF shares in Q3 2025, an estimated $3.87M.
- Wharton Business Group first reported a position in iShares International Select Dividend ETF in Q2 2013 and held it in 38 quarters.
- Wharton Business Group's iShares International Select Dividend ETF position peaked at $3.87M in Q2 2025.
- 516 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2025.
Based on Wharton Business Group's 13F filing for Q3 2025, filed 10 Nov 2025.