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

Benchmark 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
2025 Q2	$505K	Buy	14,642 +5,681	+63%	+$185K	0.22%	44
2025 Q1	$278K	Buy	+8,961	New	+$263K	0.13%	57

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Benchmark Wealth Management's IDV Position: Q2 2025 in Review

Benchmark Wealth Management increased its iShares International Select Dividend ETF (IDV) stake by 63% in Q2 2025, buying an estimated $185K and bringing the position to 14,642 shares worth $505K. The position accounts for 0.22% of the portfolio, ranked #44.

Benchmark Wealth Management first reported a position in IDV in Q1 2025 and has held it in 2 quarters since. 509 funds tracked by Wall St. Rank hold IDV as of Q2 2025.

Benchmark Wealth Management held 14,642 shares of iShares International Select Dividend ETF worth $505K as of Q2 2025.
Benchmark Wealth Management bought 5,681 iShares International Select Dividend ETF shares in Q2 2025, an estimated $185K.
iShares International Select Dividend ETF made up 0.22% of Benchmark Wealth Management's portfolio in Q2 2025, its #44 holding.
Benchmark Wealth Management first reported a position in iShares International Select Dividend ETF in Q1 2025 and has held it in 2 quarters since.
509 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.