HWM
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
Q2 		$376K Hold
9,083
– – 0.05% 49
2026
Q1 		$387K Buy
+9,083
New +$382K 0.07% 72

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

Heirloom Wealth Management's IDV Position: Q2 2026 in Review

Heirloom Wealth Management held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 9,083 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #49.

Heirloom Wealth Management first reported a position in IDV in Q1 2026 and has held it in 2 quarters since. The position peaked at $387K in Q1 2026. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

  • Heirloom Wealth Management held 9,083 shares of iShares International Select Dividend ETF worth $376K as of Q2 2026.
  • Heirloom Wealth Management left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
  • iShares International Select Dividend ETF made up 0.05% of Heirloom Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Heirloom Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • Heirloom Wealth Management's iShares International Select Dividend ETF position peaked at $387K in Q1 2026.
  • 626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.