Tulsa Wealth Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$281K Buy
1,800
+11
+0.6% +$1.69K 0.04% 143
2026
Q1
$271K Buy
+1,789
New +$270K 0.05% 137

Other funds holding DVY

Tulsa Wealth Advisors's DVY Position: Q2 2026 in Review

Tulsa Wealth Advisors increased its iShares Select Dividend ETF (DVY) stake by 0.61% in Q2 2026, buying an estimated $1.69K and bringing the position to 1,800 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #143.

Tulsa Wealth Advisors first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Tulsa Wealth Advisors held 1,800 shares of iShares Select Dividend ETF worth $281K as of Q2 2026.
  • Tulsa Wealth Advisors bought 11 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.69K.
  • iShares Select Dividend ETF made up 0.04% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • Tulsa Wealth Advisors first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.