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Donaldson Capital Management’s iShares International Select Dividend ETF IDV Stock Holding History

Donaldson Capital 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 		$268K Buy
+6,467
New +$283K 0.01% 274

Other funds holding IDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Donaldson Capital Management's IDV Position: Q2 2026 in Review

Donaldson Capital Management opened a new position in iShares International Select Dividend ETF (IDV) in Q2 2026: 6,467 shares worth $268K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings.

407 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Donaldson Capital Management held 6,467 shares of iShares International Select Dividend ETF worth $268K as of Q2 2026.
  • iShares International Select Dividend ETF was a new Donaldson Capital Management position in Q2 2026.
  • iShares International Select Dividend ETF made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #274 holding.
  • 407 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.