TLA
DVY icon

Tanglewood Legacy Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Tanglewood Legacy Advisors’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.27K Hold
15
– – ﹤0.01% 255
2025
Q4 		$2.12K Hold
15
– – ﹤0.01% 253
2025
Q3 		$2.13K Hold
15
– – ﹤0.01% 260
2025
Q2 		$1.99K Hold
15
– – ﹤0.01% 271
2025
Q1 		$2.01K Buy
+15
New +$2.01K ﹤0.01% 281

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tanglewood Legacy Advisors's DVY Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 15 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Tanglewood Legacy Advisors first reported a position in DVY in Q1 2025 and has held it in 5 quarters since. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Tanglewood Legacy Advisors held 15 shares of iShares Select Dividend ETF worth $2.27K as of Q1 2026.
  • Tanglewood Legacy Advisors left its iShares Select Dividend ETF share count unchanged in Q1 2026.
  • iShares Select Dividend ETF made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #255 holding.
  • Tanglewood Legacy Advisors first reported a position in iShares Select Dividend ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.