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

Rockwood 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	$338K	Hold	8,153	–	–	0.02%	101
2026 Q1	$347K	Buy	8,153 +2,083	+34%	+$87.5K	0.02%	89
2025 Q4	$239K	Buy	+6,070	New	+$230K	0.02%	102

Other funds holding IDV

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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

Rockwood Wealth Management held its iShares International Select Dividend ETF (IDV) position steady in Q2 2026 at 8,153 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #101.

Rockwood Wealth Management first reported a position in IDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $347K in Q1 2026. 296 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Rockwood Wealth Management held 8,153 shares of iShares International Select Dividend ETF worth $338K as of Q2 2026.
Rockwood Wealth Management left its iShares International Select Dividend ETF share count unchanged in Q2 2026.
iShares International Select Dividend ETF made up 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #101 holding.
Rockwood Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Rockwood Wealth Management's iShares International Select Dividend ETF position peaked at $347K in Q1 2026.
296 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

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