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 Q1	$387K	Buy	+9,083	New	+$382K	0.07%	72

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heirloom Wealth Management's IDV Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in iShares International Select Dividend ETF (IDV) in Q1 2026: 9,083 shares worth $387K. The stake represents 0.07% of the portfolio and ranks #72 among its holdings.

602 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Heirloom Wealth Management held 9,083 shares of iShares International Select Dividend ETF worth $387K as of Q1 2026.
iShares International Select Dividend ETF was a new Heirloom Wealth Management position in Q1 2026.
iShares International Select Dividend ETF made up 0.07% of Heirloom Wealth Management's portfolio in Q1 2026, its #72 holding.
602 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.