Rothschild Investment LLC’s iShares International Select Dividend ETF IDV Stock Holding History

Rothschild Investment LLC’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	–	Sell	-160	Closed	-$6.31K	–	3645
2025 Q4	$6.31K	Hold	160	–	–	﹤0.01%	1767
2025 Q3	$5.85K	Hold	160	–	–	﹤0.01%	1645
2025 Q2	$5.52K	Hold	160	–	–	﹤0.01%	1467
2025 Q1	$4.96K	Hold	160	–	–	﹤0.01%	1435
2024 Q4	$4.38K	Hold	160	–	–	﹤0.01%	1396
2024 Q3	$4.84K	Hold	160	–	–	﹤0.01%	1305
2024 Q2	$4.43K	Hold	160	–	–	﹤0.01%	1225
2024 Q1	$4.49K	Buy	+160	New	+$4.42K	﹤0.01%	1149

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 $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return

Rothschild Investment LLC's IDV Position: Q1 2026 in Review

Rothschild Investment LLC sold out of iShares International Select Dividend ETF (IDV) in Q1 2026, closing a stake of 160 shares — an estimated $6.31K sold.

Rothschild Investment LLC first reported a position in IDV in Q1 2024 and held it in 8 quarters. The position peaked at $6.31K in Q4 2025. 604 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Rothschild Investment LLC reported no remaining iShares International Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
Rothschild Investment LLC sold 160 iShares International Select Dividend ETF shares in Q1 2026, an estimated $6.31K.
Rothschild Investment LLC first reported a position in iShares International Select Dividend ETF in Q1 2024 and held it in 8 quarters.
Rothschild Investment LLC's iShares International Select Dividend ETF position peaked at $6.31K in Q4 2025.
604 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.