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Gateway Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Gateway Wealth Partners’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 		– Sell
-2,095
Closed -$317K – 801
2026
Q1 		$317K Buy
2,095
+55
+3% +$8.31K 0.01% 741
2025
Q4 		$288K Buy
2,040
+184
+10% +$26K 0.03% 378
2025
Q3 		$264K Hold
1,856
– – 0.04% 349
2025
Q2 		$246K Sell
1,856
-115
-6% -$14.9K 0.05% 312
2025
Q1 		$265K Buy
1,971
+61
+3% +$8.18K 0.06% 266
2024
Q4 		$251K Buy
1,910
+143
+8% +$19.5K 0.06% 256
2024
Q3 		$239K Sell
1,767
-173
-9% -$22.4K 0.07% 249
2024
Q2 		$235K Sell
1,940
-5
-0.3% -$607 0.07% 237
2024
Q1 		$240K Buy
1,945
+1
+0.1% +$117 0.09% 204
2023
Q4 		$228K Buy
+1,944
New +$214K 0.09% 196

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gateway Wealth Partners's DVY Position: Q2 2026 in Review

Gateway Wealth Partners sold out of iShares Select Dividend ETF (DVY) in Q2 2026, closing a stake of 2,095 shares — an estimated $317K sold.

Gateway Wealth Partners first reported a position in DVY in Q4 2023 and held it in 10 quarters. The position peaked at $317K in Q1 2026. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Gateway Wealth Partners reported no remaining iShares Select Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 2,095 iShares Select Dividend ETF shares in Q2 2026, an estimated $317K.
  • Gateway Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2023 and held it in 10 quarters.
  • Gateway Wealth Partners's iShares Select Dividend ETF position peaked at $317K in Q1 2026.
  • 1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.