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 Q2	$492K	Sell	11,881 -284	-2%	-$12.4K	0.01%	490
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 $1.55T 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

Daymark Wealth Partners's IDV Position: Q2 2026 in Review

Daymark Wealth Partners reduced its iShares International Select Dividend ETF (IDV) stake by 2.3% in Q2 2026, selling an estimated $12.4K and leaving 11,881 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #490.

Daymark Wealth Partners first reported a position in IDV in Q2 2023 and has held it in 13 quarters since. The position peaked at $518K in Q1 2026. 626 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Daymark Wealth Partners held 11,881 shares of iShares International Select Dividend ETF worth $492K as of Q2 2026.
Daymark Wealth Partners sold 284 iShares International Select Dividend ETF shares in Q2 2026, an estimated $12.4K.
iShares International Select Dividend ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #490 holding.
Daymark Wealth Partners first reported a position in iShares International Select Dividend ETF in Q2 2023 and has held it in 13 quarters since.
Daymark Wealth Partners's iShares International Select Dividend ETF position peaked at $518K in Q1 2026.
626 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.