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Ellerson Group’s iShares International Select Dividend ETF IDV Stock Holding History

Ellerson Group’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 		$446K Buy
10,776
+4,409
+69% +$193K 0.26% 42
2026
Q1 		$271K Buy
+6,367
New +$268K 0.18% 49

Other funds holding IDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Ellerson Group's IDV Position: Q2 2026 in Review

Ellerson Group increased its iShares International Select Dividend ETF (IDV) stake by 69% in Q2 2026, buying an estimated $193K and bringing the position to 10,776 shares worth $446K. The position accounts for 0.26% of the portfolio, ranked #42.

Ellerson Group first reported a position in IDV in Q1 2026 and has held it in 2 quarters since. 381 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Ellerson Group held 10,776 shares of iShares International Select Dividend ETF worth $446K as of Q2 2026.
  • Ellerson Group bought 4,409 iShares International Select Dividend ETF shares in Q2 2026, an estimated $193K.
  • iShares International Select Dividend ETF made up 0.26% of Ellerson Group's portfolio in Q2 2026, its #42 holding.
  • Ellerson Group first reported a position in iShares International Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 381 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Ellerson Group's 13F filing for Q2 2026, filed 31 Jul 2026.