Wellington-Altus USA’s iShares International Select Dividend ETF IDV Stock Holding History

Wellington-Altus USA’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	$292K	Sell	6,870 -5,635	-45%	-$247K	0.21%	94
2026 Q1	$518K	Buy	12,505 +9,855	+372%	+$414K	0.31%	82
2025 Q4	$105K	Buy	+2,650	New	+$100K	0.08%	199

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

Wellington-Altus USA's IDV Position: Q2 2026 in Review

Wellington-Altus USA reduced its iShares International Select Dividend ETF (IDV) stake by 45% in Q2 2026, selling an estimated $247K and leaving 6,870 shares worth $292K. The position accounts for 0.21% of the portfolio, ranked #94.

Wellington-Altus USA first reported a position in IDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $518K in Q1 2026. 630 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Wellington-Altus USA held 6,870 shares of iShares International Select Dividend ETF worth $292K as of Q2 2026.
Wellington-Altus USA sold 5,635 iShares International Select Dividend ETF shares in Q2 2026, an estimated $247K.
iShares International Select Dividend ETF made up 0.21% of Wellington-Altus USA's portfolio in Q2 2026, its #94 holding.
Wellington-Altus USA first reported a position in iShares International Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Wellington-Altus USA's iShares International Select Dividend ETF position peaked at $518K in Q1 2026.
630 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.