Per Stirling Capital Management’s iShares International Select Dividend ETF IDV Stock Holding History

Per Stirling Capital 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	$983K	Buy	23,090 +1,517	+7%	+$63.8K	0.11%	138
2025 Q4	$851K	Buy	21,573 +1,554	+8%	+$58.9K	0.1%	133
2025 Q3	$732K	Buy	+20,019	New	+$720K	0.09%	140

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

Per Stirling Capital Management's IDV Position: Q1 2026 in Review

Per Stirling Capital Management increased its iShares International Select Dividend ETF (IDV) stake by 7% in Q1 2026, buying an estimated $63.8K and bringing the position to 23,090 shares worth $983K. The position accounts for 0.11% of the portfolio, ranked #138.

Per Stirling Capital Management first reported a position in IDV in Q3 2025 and has held it in 3 quarters since. 601 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Per Stirling Capital Management held 23,090 shares of iShares International Select Dividend ETF worth $983K as of Q1 2026.
Per Stirling Capital Management bought 1,517 iShares International Select Dividend ETF shares in Q1 2026, an estimated $63.8K.
iShares International Select Dividend ETF made up 0.11% of Per Stirling Capital Management's portfolio in Q1 2026, its #138 holding.
Per Stirling Capital Management first reported a position in iShares International Select Dividend ETF in Q3 2025 and has held it in 3 quarters since.
601 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.