Richards, Merrill & Peterson’s iShares International Select Dividend ETF IDV Stock Holding History

Richards, Merrill & Peterson’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	$7.75K	Hold	187	–	–	﹤0.01%	275
2026 Q1	$7.96K	Hold	187	–	–	﹤0.01%	271
2025 Q4	$7.38K	Buy	+187	New	+$7.09K	﹤0.01%	260
2025 Q2	–	Sell	-187	Closed	-$5.8K	–	330
2025 Q1	$5.8K	Hold	187	–	–	﹤0.01%	430
2024 Q4	$5.12K	Buy	+187	New	+$5.36K	﹤0.01%	423

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Richards, Merrill & Peterson's IDV Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 187 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Richards, Merrill & Peterson first reported a position in IDV in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.96K in Q1 2026. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Richards, Merrill & Peterson held 187 shares of iShares International Select Dividend ETF worth $7.75K as of Q2 2026.
Richards, Merrill & Peterson left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up ﹤0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #275 holding.
Richards, Merrill & Peterson first reported a position in iShares International Select Dividend ETF in Q4 2024 and has held it in 5 quarters since.
Richards, Merrill & Peterson's iShares International Select Dividend ETF position peaked at $7.96K in Q1 2026.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.