Turning Point Benefit Group
IDV icon

Turning Point Benefit Group’s iShares International Select Dividend ETF IDV Stock Holding History

Turning Point Benefit Group’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 		$491K Buy
11,836
+556
+5% +$24.4K 0.2% 70
2026
Q2 		$467K Buy
11,280
+6,626
+142% +$290K 0.2% 71
2026
Q1 		$200K Buy
4,654
+570
+14% +$24K 0.13% 95
2025
Q4 		$161K Buy
4,084
+1,082
+36% +$41K 0.08% 100
2025
Q3 		$110K Buy
+3,002
New +$108K 0.07% 114

Other funds holding IDV

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Turning Point Benefit Group's IDV Position: Q3 2026 in Review

Turning Point Benefit Group increased its iShares International Select Dividend ETF (IDV) stake by 4.9% in Q3 2026, buying an estimated $24.4K and bringing the position to 11,836 shares worth $491K. The position accounts for 0.2% of the portfolio, ranked #70.

Turning Point Benefit Group first reported a position in IDV in Q3 2025 and has held it in 5 quarters since. 436 funds tracked by Wall St. Rank hold IDV as of Q3 2026.

  • Turning Point Benefit Group held 11,836 shares of iShares International Select Dividend ETF worth $491K as of Q3 2026.
  • Turning Point Benefit Group bought 556 iShares International Select Dividend ETF shares in Q3 2026, an estimated $24.4K.
  • iShares International Select Dividend ETF made up 0.2% of Turning Point Benefit Group's portfolio in Q3 2026, its #70 holding.
  • Turning Point Benefit Group first reported a position in iShares International Select Dividend ETF in Q3 2025 and has held it in 5 quarters since.
  • 436 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2026.

Based on Turning Point Benefit Group's 13F filing for Q3 2026, filed 28 Oct 2026.