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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gateway Wealth Partners's DVY Position: Q1 2026 in Review

Gateway Wealth Partners increased its iShares Select Dividend ETF (DVY) stake by 2.7% in Q1 2026, buying an estimated $8.31K and bringing the position to 2,095 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #741.

Gateway Wealth Partners first reported a position in DVY in Q4 2023 and has held it in 10 quarters since. 1,413 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Gateway Wealth Partners held 2,095 shares of iShares Select Dividend ETF worth $317K as of Q1 2026.
Gateway Wealth Partners bought 55 iShares Select Dividend ETF shares in Q1 2026, an estimated $8.31K.
iShares Select Dividend ETF made up 0.01% of Gateway Wealth Partners's portfolio in Q1 2026, its #741 holding.
Gateway Wealth Partners first reported a position in iShares Select Dividend ETF in Q4 2023 and has held it in 10 quarters since.
1,413 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.