Johnson & White Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Johnson & White 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
2026 Q3	$12.3M	Buy	290,895 +7,392	+3%	+$324K	4.47%	5
2026 Q2	$11.7M	Buy	283,503 +10,065	+4%	+$441K	4.39%	5
2026 Q1	$11.6M	Buy	273,438 +6,598	+2%	+$277K	4.92%	4
2025 Q4	$10.5M	Buy	266,840 +8,703	+3%	+$330K	4.58%	3
2025 Q3	$9.43M	Buy	258,137 +16,510	+7%	+$594K	4.32%	4
2025 Q2	$8.34M	Buy	241,627 +10,351	+4%	+$338K	4.2%	3
2025 Q1	$7.17M	Buy	231,276 +25,837	+13%	+$758K	4.03%	6
2024 Q4	$5.62M	Buy	+205,439	New	+$5.88M	3.4%	6
2024 Q2	–	Sell	-180,778	Closed	-$5.07M	–	64
2024 Q1	$5.07M	Buy	180,778 +17,956	+11%	+$496K	3.69%	7
2023 Q4	$4.56M	Sell	162,822 -18,873	-10%	-$492K	3.78%	7
2023 Q3	$4.62M	Buy	+181,695	New	+$4.81M	4.17%	6
2023 Q2	–	Sell	-195,133	Closed	-$5.36M	–	50
2023 Q1	$5.36M	Buy	+195,133	New	+$5.49M	4.78%	5
2022 Q4	–	Sell	-145,643	Closed	-$3.28M	–	97
2022 Q3	$3.28M	Buy	+145,643	New	+$3.84M	3.7%	7

Other funds holding IDV

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Johnson & White Wealth Management's IDV Position: Q3 2026 in Review

Johnson & White Wealth Management increased its iShares International Select Dividend ETF (IDV) stake by 2.6% in Q3 2026, buying an estimated $324K and bringing the position to 290,895 shares worth $12.3M. The position accounts for 4.47% of the portfolio, ranked #5.

Johnson & White Wealth Management first reported a position in IDV in Q3 2022 and has held it in 13 quarters since. 311 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

Johnson & White Wealth Management held 290,895 shares of iShares International Select Dividend ETF worth $12.3M as of Q3 2026.
Johnson & White Wealth Management bought 7,392 iShares International Select Dividend ETF shares in Q3 2026, an estimated $324K.
iShares International Select Dividend ETF made up 4.47% of Johnson & White Wealth Management's portfolio in Q3 2026, its #5 holding.
Johnson & White Wealth Management first reported a position in iShares International Select Dividend ETF in Q3 2022 and has held it in 13 quarters since.
311 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.