Gentry Private Wealth’s iShares Select Dividend ETF DVY Stock Holding History

Gentry Private Wealth’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	$774K	Sell	5,115 -785	-13%	-$119K	0.47%	33
2025 Q4	$833K	Hold	5,900	–	–	0.52%	27
2025 Q3	$838K	Sell	5,900 -12,912	-69%	-$1.79M	0.58%	24
2025 Q2	$2.5M	Buy	18,812 +2,736	+17%	+$354K	1.91%	7
2025 Q1	$2.16M	Buy	+16,076	New	+$2.16M	1.78%	8
2024 Q4	–	Sell	-8,492	Closed	-$1.15M	–	46
2024 Q3	$1.15M	Buy	8,492 +551	+7%	+$71.2K	0.94%	17
2024 Q2	$961K	Buy	+7,941	New	+$964K	0.84%	16

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

Gentry Private Wealth's DVY Position: Q1 2026 in Review

Gentry Private Wealth reduced its iShares Select Dividend ETF (DVY) stake by 13% in Q1 2026, selling an estimated $119K and leaving 5,115 shares worth $774K. The position accounts for 0.47% of the portfolio, ranked #33.

Gentry Private Wealth first reported a position in DVY in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.5M in Q2 2025. 1,416 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Gentry Private Wealth held 5,115 shares of iShares Select Dividend ETF worth $774K as of Q1 2026.
Gentry Private Wealth sold 785 iShares Select Dividend ETF shares in Q1 2026, an estimated $119K.
iShares Select Dividend ETF made up 0.47% of Gentry Private Wealth's portfolio in Q1 2026, its #33 holding.
Gentry Private Wealth first reported a position in iShares Select Dividend ETF in Q2 2024 and has held it in 7 quarters since.
Gentry Private Wealth's iShares Select Dividend ETF position peaked at $2.5M in Q2 2025.
1,416 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Gentry Private Wealth's 13F filing for Q1 2026, filed 5 May 2026.