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 Q3	$125K	Hold	823	–	–	0.04%	267
2026 Q2	$129K	Hold	823	–	–	0.04%	298
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	$100K	Hold	823	–	–	0.05%	282
2024 Q1	$101K	Buy	+823	New	+$96.4K	0.05%	298

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gen-Wealth Partners's DVY Position: Q3 2026 in Review

Gen-Wealth Partners held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 823 shares worth $125K. The position accounts for 0.04% of the portfolio, ranked #267.

Gen-Wealth Partners first reported a position in DVY in Q1 2024 and has held it in 11 quarters since. The position peaked at $129K in Q2 2026. 991 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Gen-Wealth Partners held 823 shares of iShares Select Dividend ETF worth $125K as of Q3 2026.
Gen-Wealth Partners left its iShares Select Dividend ETF share count unchanged in Q3 2026.
iShares Select Dividend ETF made up 0.04% of Gen-Wealth Partners's portfolio in Q3 2026, its #267 holding.
Gen-Wealth Partners first reported a position in iShares Select Dividend ETF in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's iShares Select Dividend ETF position peaked at $129K in Q2 2026.
991 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.