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

Gen-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 		$125K Hold
823
– – 0.04% 305
2025
Q4 		$116K Hold
823
– – 0.04% 308
2025
Q3 		$117K Hold
823
– – 0.04% 301
2025
Q2 		$109K Hold
823
– – 0.04% 274
2025
Q1 		$111K Hold
823
– – 0.05% 266
2024
Q4 		$108K Hold
823
– – 0.05% 276
2024
Q3 		$111K Hold
823
– – 0.05% 274
2024
Q2 		$99.6K Hold
823
– – 0.05% 282
2024
Q1 		$101K Buy
+823
New +$96.4K 0.05% 298

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

Gen-Wealth Partners's DVY Position: Q1 2026 in Review

Gen-Wealth Partners held its iShares Select Dividend ETF (DVY) position steady in Q1 2026 at 823 shares worth $125K. The position accounts for 0.04% of the portfolio, ranked #305.

Gen-Wealth Partners first reported a position in DVY in Q1 2024 and has held it in 9 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

  • Gen-Wealth Partners held 823 shares of iShares Select Dividend ETF worth $125K as of Q1 2026.
  • Gen-Wealth Partners left its iShares Select Dividend ETF share count unchanged in Q1 2026.
  • iShares Select Dividend ETF made up 0.04% of Gen-Wealth Partners's portfolio in Q1 2026, its #305 holding.
  • Gen-Wealth Partners first reported a position in iShares Select Dividend ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.