Stone House Investment Management’s iShares International Select Dividend ETF IDV Stock Holding History

Stone House Investment 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 Q1	$33.2K	Hold	780	–	–	0.01%	224
2025 Q4	$30.8K	Buy	+780	New	+$29.6K	﹤0.01%	210
2019 Q2	–	Sell	-2,328	Closed	-$72K	–	111
2019 Q1	$72K	Buy	+2,328	New	+$71.8K	0.04%	74

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 $374B AUM 17.66% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stone House Investment Management's IDV Position: Q1 2026 in Review

Stone House Investment Management held its iShares International Select Dividend ETF (IDV) position steady in Q1 2026 at 780 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #224.

Stone House Investment Management first reported a position in IDV in Q1 2019 and has held it in 3 quarters since. The position peaked at $72K in Q1 2019. 602 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Stone House Investment Management held 780 shares of iShares International Select Dividend ETF worth $33.2K as of Q1 2026.
Stone House Investment Management left its iShares International Select Dividend ETF share count unchanged in Q1 2026.
iShares International Select Dividend ETF made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #224 holding.
Stone House Investment Management first reported a position in iShares International Select Dividend ETF in Q1 2019 and has held it in 3 quarters since.
Stone House Investment Management's iShares International Select Dividend ETF position peaked at $72K in Q1 2019.
602 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.