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

SHP 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	$210K	Buy	5,070 +48	+1%	+$2.1K	0.01%	291
2026 Q1	$214K	Sell	5,022 -80	-2%	-$3.36K	0.02%	257
2025 Q4	$201K	Buy	+5,102	New	+$193K	0.02%	251

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 22.9% 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

SHP Wealth Management's IDV Position: Q2 2026 in Review

SHP Wealth Management increased its iShares International Select Dividend ETF (IDV) stake by 0.96% in Q2 2026, buying an estimated $2.1K and bringing the position to 5,070 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #291.

SHP Wealth Management first reported a position in IDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $214K in Q1 2026. 630 funds tracked by Wall St. Rank hold IDV as of Q2 2026.

SHP Wealth Management held 5,070 shares of iShares International Select Dividend ETF worth $210K as of Q2 2026.
SHP Wealth Management bought 48 iShares International Select Dividend ETF shares in Q2 2026, an estimated $2.1K.
iShares International Select Dividend ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #291 holding.
SHP Wealth Management first reported a position in iShares International Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
SHP Wealth Management's iShares International Select Dividend ETF position peaked at $214K in Q1 2026.
630 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.