GenWealth Group’s iShares Select Dividend ETF DVY Stock Holding History

GenWealth Group’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
2021 Q1	–	Sell	-2,237	Closed	-$215K	–	69
2020 Q4	$215K	Buy	+2,237	New	+$203K	0.07%	67
2020 Q1	–	Sell	-2,237	Closed	-$236K	–	59
2019 Q4	$236K	Hold	2,237	–	–	0.09%	61
2019 Q3	$228K	Sell	2,237 -928	-29%	-$92.5K	0.09%	60
2019 Q2	$315K	Hold	3,165	–	–	0.13%	54
2019 Q1	$314K	Buy	3,165 +535	+20%	+$51.2K	0.14%	51
2018 Q4	$234K	Hold	2,630	–	–	0.12%	55
2018 Q3	$263K	Sell	2,630 -122	-4%	-$12.2K	0.12%	56
2018 Q2	$269K	Sell	2,752 -102	-4%	-$9.9K	0.13%	53
2018 Q1	$271K	Hold	2,854	–	–	0.14%	52
2017 Q4	$288K	Buy	+2,854	New	+$275K	0.14%	53

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

GenWealth Group's DVY Position: Q1 2021 in Review

GenWealth Group sold out of iShares Select Dividend ETF (DVY) in Q1 2021, closing a stake of 2,237 shares — an estimated $215K sold.

GenWealth Group first reported a position in DVY in Q4 2017 and held it in 10 quarters. The position peaked at $315K in Q2 2019. 1,007 funds tracked by Wall St. Rank hold DVY as of Q1 2021.

GenWealth Group reported no remaining iShares Select Dividend ETF position as of Q1 2021 after selling out during the quarter.
GenWealth Group sold 2,237 iShares Select Dividend ETF shares in Q1 2021, an estimated $215K.
GenWealth Group first reported a position in iShares Select Dividend ETF in Q4 2017 and held it in 10 quarters.
GenWealth Group's iShares Select Dividend ETF position peaked at $315K in Q2 2019.
1,007 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2021.

Based on GenWealth Group's 13F filing for Q1 2021, filed 26 Apr 2021.