PWM
IDV icon

Puff Wealth Management’s iShares International Select Dividend ETF IDV Stock Holding History

Puff 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 		$1.46M Buy
34,720
+5,946
+21% +$261K 1.38% 24
2026
Q2 		$1.19M Buy
+28,774
New +$1.26M 1.22% 25
2025
Q4 		$292K Buy
+7,297
New +$277K 0.38% 58

Other funds holding IDV

BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return

Puff Wealth Management's IDV Position: Q3 2026 in Review

Puff Wealth Management increased its iShares International Select Dividend ETF (IDV) stake by 21% in Q3 2026, buying an estimated $261K and bringing the position to 34,720 shares worth $1.46M. The position accounts for 1.38% of the portfolio, ranked #24.

Puff Wealth Management first reported a position in IDV in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

  • Puff Wealth Management held 34,720 shares of iShares International Select Dividend ETF worth $1.46M as of Q3 2026.
  • Puff Wealth Management bought 5,946 iShares International Select Dividend ETF shares in Q3 2026, an estimated $261K.
  • iShares International Select Dividend ETF made up 1.38% of Puff Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Puff Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.