IWP
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Innova Wealth Partners’s iShares Select Dividend ETF DVY Stock Holding History

Innova 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
Q2 		$235K Buy
1,506
+150
+11% +$23.1K 0.1% 152
2026
Q1 		$205K Buy
+1,356
New +$205K 0.1% 151

Other funds holding DVY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Innova Wealth Partners's DVY Position: Q2 2026 in Review

Innova Wealth Partners increased its iShares Select Dividend ETF (DVY) stake by 11% in Q2 2026, buying an estimated $23.1K and bringing the position to 1,506 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #152.

Innova Wealth Partners first reported a position in DVY in Q1 2026 and has held it in 2 quarters since. 688 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Innova Wealth Partners held 1,506 shares of iShares Select Dividend ETF worth $235K as of Q2 2026.
  • Innova Wealth Partners bought 150 iShares Select Dividend ETF shares in Q2 2026, an estimated $23.1K.
  • iShares Select Dividend ETF made up 0.1% of Innova Wealth Partners's portfolio in Q2 2026, its #152 holding.
  • Innova Wealth Partners first reported a position in iShares Select Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 688 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.