Planning Project LLC’s iShares International Select Dividend ETF IDV Stock Holding History

Planning Project LLC’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
2025 Q4	$106K	Buy	+2,697	New	+$102K	0.03%	44

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Planning Project LLC's IDV Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares International Select Dividend ETF (IDV) in Q4 2025: 2,697 shares worth $106K. The stake represents 0.03% of the portfolio and ranks #44 among its holdings.

578 funds tracked by Wall St. Rank hold IDV as of Q4 2025.

Planning Project LLC held 2,697 shares of iShares International Select Dividend ETF worth $106K as of Q4 2025.
iShares International Select Dividend ETF was a new Planning Project LLC position in Q4 2025.
iShares International Select Dividend ETF made up 0.03% of Planning Project LLC's portfolio in Q4 2025, its #44 holding.
578 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.