Tortuga Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History

Tortuga Wealth Management’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	$410K	Sell	2,710 -167	-6%	-$25.2K	0.38%	60
2025 Q4	$406K	Buy	+2,877	New	+$406K	0.43%	53

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tortuga Wealth Management's DVY Position: Q1 2026 in Review

Tortuga Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 5.8% in Q1 2026, selling an estimated $25.2K and leaving 2,710 shares worth $410K. The position accounts for 0.38% of the portfolio, ranked #60.

Tortuga Wealth Management first reported a position in DVY in Q4 2025 and has held it in 2 quarters since. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Tortuga Wealth Management held 2,710 shares of iShares Select Dividend ETF worth $410K as of Q1 2026.
Tortuga Wealth Management sold 167 iShares Select Dividend ETF shares in Q1 2026, an estimated $25.2K.
iShares Select Dividend ETF made up 0.38% of Tortuga Wealth Management's portfolio in Q1 2026, its #60 holding.
Tortuga Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 2 quarters since.
1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.