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

Robertson Stephens 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	$1.16M	Hold	27,930	–	–	0.03%	291
2026 Q1	$1.19M	Buy	27,930 +600	+2%	+$25.2K	0.03%	273
2025 Q4	$1.08M	Buy	27,330 +947	+4%	+$35.9K	0.03%	288
2025 Q3	$964K	Hold	26,383	–	–	0.03%	260
2025 Q2	$910K	Buy	+26,383	New	+$861K	0.03%	279

Other funds holding IDV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robertson Stephens Wealth Management's IDV Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 27,930 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #291.

Robertson Stephens Wealth Management first reported a position in IDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.19M in Q1 2026. 317 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Robertson Stephens Wealth Management held 27,930 shares of iShares International Select Dividend ETF worth $1.16M as of Q2 2026.
Robertson Stephens Wealth Management left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #291 holding.
Robertson Stephens Wealth Management first reported a position in iShares International Select Dividend ETF in Q2 2025 and has held it in 5 quarters since.
Robertson Stephens Wealth Management's iShares International Select Dividend ETF position peaked at $1.19M in Q1 2026.
317 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.