Brandywine Oak Private Wealth’s iShares International Select Dividend ETF IDV Stock Holding History

Brandywine Oak Private Wealth’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	$1.17M	Sell	28,355 -550	-2%	-$24.1K	0.09%	104
2026 Q1	$1.23M	Buy	28,905 +289	+1%	+$12.1K	0.1%	96
2025 Q4	$1.13M	Hold	28,616	–	–	0.09%	102
2025 Q3	$1.05M	Sell	28,616 -170	-0.6%	-$6.12K	0.09%	102
2025 Q2	$993K	Hold	28,786	–	–	0.09%	104
2025 Q1	$893K	Hold	28,786	–	–	0.09%	108
2024 Q4	$788K	Sell	28,786 -571	-2%	-$16.4K	0.08%	114
2024 Q3	$887K	Hold	29,357	–	–	0.09%	109
2024 Q2	$812K	Sell	29,357 -44	-0.1%	-$1.25K	0.08%	107
2024 Q1	$824K	Sell	29,401 -217	-0.7%	-$5.99K	0.09%	107
2023 Q4	$829K	Sell	29,618 -4,435	-13%	-$116K	0.09%	108
2023 Q3	$865K	Hold	34,053	–	–	0.1%	101
2023 Q2	$897K	Sell	34,053 -6,002	-15%	-$164K	0.1%	105
2023 Q1	$1.1M	Sell	40,055 -4,098	-9%	-$115K	0.13%	90
2022 Q4	$1.2M	Sell	44,153 -23,810	-35%	-$604K	0.15%	84
2022 Q3	$1.53M	Sell	67,963 -12,044	-15%	-$317K	0.21%	71
2022 Q2	$2.17M	Buy	80,007 +655	+0.8%	+$19.7K	0.28%	58
2022 Q1	$2.52M	Buy	79,352 +7,351	+10%	+$235K	0.29%	64
2021 Q4	$2.25M	Sell	72,001 -378	-0.5%	-$11.7K	0.25%	69
2021 Q3	$2.22M	Buy	72,379 +2,832	+4%	+$91K	0.26%	68
2021 Q2	$2.25M	Buy	69,547 +1,019	+1%	+$33.6K	0.26%	65
2021 Q1	$2.16M	Buy	68,528 +2,662	+4%	+$82.7K	0.32%	52
2020 Q4	$1.94M	Sell	65,866 -4,234	-6%	-$116K	0.3%	56
2020 Q3	$1.75M	Buy	70,100 +3,006	+4%	+$78K	0.29%	56
2020 Q2	$1.69M	Buy	67,094 +4,239	+7%	+$102K	0.3%	56
2020 Q1	$1.41M	Sell	62,855 -17,975	-22%	-$542K	0.29%	58
2019 Q4	$2.71M	Buy	80,830 +10,642	+15%	+$342K	0.49%	35
2019 Q3	$2.16M	Sell	70,188 -27,222	-28%	-$822K	0.41%	42
2019 Q2	$2.99M	Buy	97,410 +7,888	+9%	+$245K	0.6%	34
2019 Q1	$2.76M	Buy	89,522 +8,718	+11%	+$269K	0.58%	32
2018 Q4	$2.55M	Buy	+80,804	New	+$2.48M	0.57%	32

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

Brandywine Oak Private Wealth's IDV Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its iShares International Select Dividend ETF (IDV) stake by 1.9% in Q2 2026, selling an estimated $24.1K and leaving 28,355 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #104.

Brandywine Oak Private Wealth first reported a position in IDV in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.99M in Q2 2019. 623 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Brandywine Oak Private Wealth held 28,355 shares of iShares International Select Dividend ETF worth $1.17M as of Q2 2026.
Brandywine Oak Private Wealth sold 550 iShares International Select Dividend ETF shares in Q2 2026, an estimated $24.1K.
iShares International Select Dividend ETF made up 0.09% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #104 holding.
Brandywine Oak Private Wealth first reported a position in iShares International Select Dividend ETF in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's iShares International Select Dividend ETF position peaked at $2.99M in Q2 2019.
623 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.