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 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

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MMHP

Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Johnson & White Wealth Management's IDV Position: Q2 2026 in Review

Johnson & White Wealth Management increased its iShares International Select Dividend ETF (IDV) stake by 3.7% in Q2 2026, buying an estimated $441K and bringing the position to 283,503 shares worth $11.7M. The position accounts for 4.39% of the portfolio, ranked #5.

Johnson & White Wealth Management first reported a position in IDV in Q3 2022 and has held it in 12 quarters since. 101 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

Johnson & White Wealth Management held 283,503 shares of iShares International Select Dividend ETF worth $11.7M as of Q2 2026.
Johnson & White Wealth Management bought 10,065 iShares International Select Dividend ETF shares in Q2 2026, an estimated $441K.
iShares International Select Dividend ETF made up 4.39% of Johnson & White Wealth Management's portfolio in Q2 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 12 quarters since.
101 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.