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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tudor Financial's DVY Position: Q2 2026 in Review

Tudor Financial reduced its iShares Select Dividend ETF (DVY) stake by 0.75% in Q2 2026, selling an estimated $2.92K and leaving 2,512 shares worth $393K. The position accounts for 0.18% of the portfolio, ranked #116.

Tudor Financial first reported a position in DVY in Q3 2024 and has held it in 8 quarters since. 1,421 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Tudor Financial held 2,512 shares of iShares Select Dividend ETF worth $393K as of Q2 2026.
Tudor Financial sold 19 iShares Select Dividend ETF shares in Q2 2026, an estimated $2.92K.
iShares Select Dividend ETF made up 0.18% of Tudor Financial's portfolio in Q2 2026, its #116 holding.
Tudor Financial first reported a position in iShares Select Dividend ETF in Q3 2024 and has held it in 8 quarters since.
1,421 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Tudor Financial's 13F filing for Q2 2026, filed 6 Aug 2026.