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WELLINGTON-ALTUS USA INC.’s iShares International Select Dividend ETF IDV Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$292K Sell
6,870
-5,635
-45% -$247K 0.21% 94
2026
Q1 		$518K Buy
12,505
+9,855
+372% +$414K 0.31% 82
2025
Q4 		$105K Buy
+2,650
New +$100K 0.08% 199

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WELLINGTON-ALTUS USA INC.'s IDV Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its iShares International Select Dividend ETF (IDV) stake by 45% in Q2 2026, selling an estimated $247K and leaving 6,870 shares worth $292K. The position accounts for 0.21% of the portfolio, ranked #94.

WELLINGTON-ALTUS USA INC. first reported a position in IDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $518K in Q1 2026. 629 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 6,870 shares of iShares International Select Dividend ETF worth $292K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 5,635 iShares International Select Dividend ETF shares in Q2 2026, an estimated $247K.
  • iShares International Select Dividend ETF made up 0.21% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #94 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares International Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s iShares International Select Dividend ETF position peaked at $518K in Q1 2026.
  • 629 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.