Harbor Asset Planning’s iShares Select Dividend ETF DVY Stock Holding History

Harbor Asset Planning’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	$340K	Buy	2,238 +20	+0.9%	+$3.22K	0.26%	78
2026 Q2	$347K	Buy	2,218 +16	+0.7%	+$2.46K	0.26%	77
2026 Q1	$333K	Buy	2,202 +72	+3%	+$10.9K	0.28%	73
2025 Q4	$301K	Buy	2,130 +23	+1%	+$3.25K	0.26%	73
2025 Q3	$299K	Buy	2,107 +19	+0.9%	+$2.63K	0.27%	69
2025 Q2	$277K	Buy	+2,088	New	+$270K	0.26%	72

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Harbor Asset Planning's DVY Position: Q3 2026 in Review

Harbor Asset Planning increased its iShares Select Dividend ETF (DVY) stake by 0.9% in Q3 2026, buying an estimated $3.22K and bringing the position to 2,238 shares worth $340K. The position accounts for 0.26% of the portfolio, ranked #78.

Harbor Asset Planning first reported a position in DVY in Q2 2025 and has held it in 6 quarters since. The position peaked at $347K in Q2 2026. 1,134 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Harbor Asset Planning held 2,238 shares of iShares Select Dividend ETF worth $340K as of Q3 2026.
Harbor Asset Planning bought 20 iShares Select Dividend ETF shares in Q3 2026, an estimated $3.22K.
iShares Select Dividend ETF made up 0.26% of Harbor Asset Planning's portfolio in Q3 2026, its #78 holding.
Harbor Asset Planning first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's iShares Select Dividend ETF position peaked at $347K in Q2 2026.
1,134 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.