TF
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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
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
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

Tudor Financial's DVY Position: Q1 2026 in Review

Tudor Financial reduced its iShares Select Dividend ETF (DVY) stake by 3.4% in Q1 2026, selling an estimated $13.6K and leaving 2,531 shares worth $383K. The position accounts for 0.2% of the portfolio, ranked #107.

Tudor Financial first reported a position in DVY in Q3 2024 and has held it in 7 quarters since. 1,415 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Tudor Financial held 2,531 shares of iShares Select Dividend ETF worth $383K as of Q1 2026.
  • Tudor Financial sold 90 iShares Select Dividend ETF shares in Q1 2026, an estimated $13.6K.
  • iShares Select Dividend ETF made up 0.2% of Tudor Financial's portfolio in Q1 2026, its #107 holding.
  • Tudor Financial first reported a position in iShares Select Dividend ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,415 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Tudor Financial's 13F filing for Q1 2026, filed 14 May 2026.