Tortuga Wealth Management’s iShares Select Dividend ETF DVY Stock Holding History
Bought
Maintained
Sold
Other funds holding DVY
Tortuga Wealth Management's DVY Position: Q2 2026 in Review
Tortuga Wealth Management reduced its iShares Select Dividend ETF (DVY) stake by 5.8% in Q2 2026, selling an estimated $24.2K and leaving 2,553 shares worth $399K. The position accounts for 0.3% of the portfolio, ranked #79.
Tortuga Wealth Management first reported a position in DVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $410K in Q1 2026. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.
- Tortuga Wealth Management held 2,553 shares of iShares Select Dividend ETF worth $399K as of Q2 2026.
- Tortuga Wealth Management sold 157 iShares Select Dividend ETF shares in Q2 2026, an estimated $24.2K.
- iShares Select Dividend ETF made up 0.3% of Tortuga Wealth Management's portfolio in Q2 2026, its #79 holding.
- Tortuga Wealth Management first reported a position in iShares Select Dividend ETF in Q4 2025 and has held it in 3 quarters since.
- Tortuga Wealth Management's iShares Select Dividend ETF position peaked at $410K in Q1 2026.
- 1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.
Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.