Daymark Wealth Partners’s iShares International Select Dividend ETF IDV Stock Holding History

Daymark Wealth Partners’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	$518K	Sell	12,165 -49	-0.4%	-$2.06K	0.02%	415
2025 Q4	$482K	Sell	12,214 -128	-1%	-$4.85K	0.02%	404
2025 Q3	$451K	Buy	12,342 +417	+3%	+$15K	0.02%	400
2025 Q2	$412K	Buy	11,925 +54	+0.5%	+$1.76K	0.02%	391
2025 Q1	$368K	Buy	11,871 +36	+0.3%	+$1.06K	0.02%	379
2024 Q4	$324K	Sell	11,835 -1,118	-9%	-$32K	0.01%	396
2024 Q3	$392K	Sell	12,953 -4,212	-25%	-$123K	0.02%	378
2024 Q2	$475K	Buy	17,165 +4,532	+36%	+$129K	0.02%	328
2024 Q1	$354K	Sell	12,633 -21	-0.2%	-$580	0.02%	316
2023 Q4	$354K	Buy	12,654 +34	+0.3%	+$887	0.02%	292
2023 Q3	$321K	Buy	12,620 +2,350	+23%	+$62.3K	0.02%	293
2023 Q2	$270K	Buy	+10,270	New	+$280K	0.02%	310

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

Daymark Wealth Partners's IDV Position: Q1 2026 in Review

Daymark Wealth Partners reduced its iShares International Select Dividend ETF (IDV) stake by 0.4% in Q1 2026, selling an estimated $2.06K and leaving 12,165 shares worth $518K. The position accounts for 0.02% of the portfolio, ranked #415.

Daymark Wealth Partners first reported a position in IDV in Q2 2023 and has held it in 12 quarters since. 600 funds tracked by Wall St. Rank hold IDV as of Q1 2026.

Daymark Wealth Partners held 12,165 shares of iShares International Select Dividend ETF worth $518K as of Q1 2026.
Daymark Wealth Partners sold 49 iShares International Select Dividend ETF shares in Q1 2026, an estimated $2.06K.
iShares International Select Dividend ETF made up 0.02% of Daymark Wealth Partners's portfolio in Q1 2026, its #415 holding.
Daymark Wealth Partners first reported a position in iShares International Select Dividend ETF in Q2 2023 and has held it in 12 quarters since.
600 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.