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

Turtle Creek Wealth Advisors’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	$212K	Hold	1,358	–	–	0.01%	439
2026 Q1	$206K	Buy	+1,358	New	+$205K	0.02%	396
2024 Q4	–	Sell	-2,986	Closed	-$403K	–	100
2024 Q3	$403K	Buy	2,986 +1,328	+80%	+$172K	0.08%	118
2024 Q2	$201K	Buy	1,658 +700	+73%	+$85K	0.05%	154
2024 Q1	$118K	Hold	958	–	–	0.03%	156
2023 Q4	$112K	Buy	+958	New	+$105K	0.03%	184

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

Turtle Creek Wealth Advisors's DVY Position: Q2 2026 in Review

Turtle Creek Wealth Advisors held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 1,358 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #439.

Turtle Creek Wealth Advisors first reported a position in DVY in Q4 2023 and has held it in 6 quarters since. The position peaked at $403K in Q3 2024. 1,416 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Turtle Creek Wealth Advisors held 1,358 shares of iShares Select Dividend ETF worth $212K as of Q2 2026.
Turtle Creek Wealth Advisors left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #439 holding.
Turtle Creek Wealth Advisors first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 6 quarters since.
Turtle Creek Wealth Advisors's iShares Select Dividend ETF position peaked at $403K in Q3 2024.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.