Rossmore Private Capital’s iShares International Select Dividend ETF IDV Stock Holding History

Rossmore Private Capital’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	$294K	Buy	7,100 +1,700	+31%	+$74.5K	0.02%	264
2026 Q1	$230K	Buy	5,400 +5,000	+1,250%	+$210K	0.02%	274
2025 Q4	$15.8K	Hold	400	–	–	﹤0.01%	340
2025 Q3	$14.6K	Buy	+400	New	+$14.4K	﹤0.01%	314
2018 Q1	–	Sell	-700	Closed	-$23.7K	–	243
2017 Q4	$23.7K	Buy	+700	New	+$23.5K	0.02%	234

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

Rossmore Private Capital's IDV Position: Q2 2026 in Review

Rossmore Private Capital increased its iShares International Select Dividend ETF (IDV) stake by 31% in Q2 2026, buying an estimated $74.5K and bringing the position to 7,100 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #264.

Rossmore Private Capital first reported a position in IDV in Q4 2017 and has held it in 5 quarters since. 317 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Rossmore Private Capital held 7,100 shares of iShares International Select Dividend ETF worth $294K as of Q2 2026.
Rossmore Private Capital bought 1,700 iShares International Select Dividend ETF shares in Q2 2026, an estimated $74.5K.
iShares International Select Dividend ETF made up 0.02% of Rossmore Private Capital's portfolio in Q2 2026, its #264 holding.
Rossmore Private Capital first reported a position in iShares International Select Dividend ETF in Q4 2017 and has held it in 5 quarters since.
317 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.