Tudor Financial’s iShares Select Dividend ETF DVY Stock Holding History

Tudor Financial’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 Q3	$382K	Buy	2,513 +1	+0%	+$161	0.17%	126
2026 Q2	$393K	Sell	2,512 -19	-0.8%	-$2.92K	0.18%	116
2026 Q1	$383K	Sell	2,531 -90	-3%	-$13.6K	0.2%	107
2025 Q4	$370K	Buy	2,621 +2	+0.1%	+$283	0.19%	115
2025 Q3	$372K	Hold	2,619	–	–	0.2%	109
2025 Q2	$348K	Buy	2,619 +1	+0%	+$129	0.2%	111
2025 Q1	$352K	Hold	2,618	–	–	0.21%	107
2024 Q4	$344K	Buy	2,618 +222	+9%	+$30.2K	0.2%	107
2024 Q3	$324K	Buy	+2,396	New	+$310K	0.2%	103

Other funds holding DVY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Tudor Financial's DVY Position: Q3 2026 in Review

Tudor Financial increased its iShares Select Dividend ETF (DVY) stake by 0.04% in Q3 2026, buying an estimated $161 and bringing the position to 2,513 shares worth $382K. The position accounts for 0.17% of the portfolio, ranked #126.

Tudor Financial first reported a position in DVY in Q3 2024 and has held it in 9 quarters since. The position peaked at $393K in Q2 2026. 1,279 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Tudor Financial held 2,513 shares of iShares Select Dividend ETF worth $382K as of Q3 2026.
Tudor Financial bought 1 iShares Select Dividend ETF share in Q3 2026, an estimated $161.
iShares Select Dividend ETF made up 0.17% of Tudor Financial's portfolio in Q3 2026, its #126 holding.
Tudor Financial first reported a position in iShares Select Dividend ETF in Q3 2024 and has held it in 9 quarters since.
Tudor Financial's iShares Select Dividend ETF position peaked at $393K in Q2 2026.
1,279 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Tudor Financial's 13F filing for Q3 2026, filed 13 Nov 2026.