Heirloom Wealth Management
IDV icon

Heirloom Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Heirloom Wealth 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
Q3 		$383K Hold
9,083
– – 0.05% 50
2026
Q2 		$376K Hold
9,083
– – 0.05% 49
2026
Q1 		$387K Buy
+9,083
New +$382K 0.07% 72

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Wilshire Advisors
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Heirloom Wealth Management's IDV Position: Q3 2026 in Review

Heirloom Wealth Management held its iShares International Select Dividend ETF (IDV) position steady in Q3 2026 at 9,083 shares worth $383K. The position accounts for 0.05% of the portfolio, ranked #50.

Heirloom Wealth Management first reported a position in IDV in Q1 2026 and has held it in 3 quarters since. The position peaked at $387K in Q1 2026. 563 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

  • Heirloom Wealth Management held 9,083 shares of iShares International Select Dividend ETF worth $383K as of Q3 2026.
  • Heirloom Wealth Management left its iShares International Select Dividend ETF share count unchanged in Q3 2026.
  • iShares International Select Dividend ETF made up 0.05% of Heirloom Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Heirloom Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2026 and has held it in 3 quarters since.
  • Heirloom Wealth Management's iShares International Select Dividend ETF position peaked at $387K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.