GCG
IDV icon

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

Gilbert Capital 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 		– Sell
-5,543
Closed -$236K – 61
2026
Q1 		$236K Sell
5,543
-242,112
-98% -$10.2M 0.18% 47
2025
Q4 		$9.77M Buy
247,655
+74,753
+43% +$2.83M 7.34% 3
2025
Q3 		$6.32M Buy
+172,902
New +$6.22M 4.89% 6

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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

Gilbert Capital Group's IDV Position: Q2 2026 in Review

Gilbert Capital Group sold out of iShares International Select Dividend ETF (IDV) in Q2 2026, closing a stake of 5,543 shares — an estimated $236K sold.

Gilbert Capital Group first reported a position in IDV in Q3 2025 and held it in 3 quarters. The position peaked at $9.77M in Q4 2025. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Gilbert Capital Group reported no remaining iShares International Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Gilbert Capital Group sold 5,543 iShares International Select Dividend ETF shares in Q2 2026, an estimated $236K.
  • Gilbert Capital Group first reported a position in iShares International Select Dividend ETF in Q3 2025 and held it in 3 quarters.
  • Gilbert Capital Group's iShares International Select Dividend ETF position peaked at $9.77M in Q4 2025.
  • 623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.