HAP
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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
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

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Harbor Asset Planning's DVY Position: Q2 2026 in Review

Harbor Asset Planning increased its iShares Select Dividend ETF (DVY) stake by 0.73% in Q2 2026, buying an estimated $2.46K and bringing the position to 2,218 shares worth $347K. The position accounts for 0.26% of the portfolio, ranked #77.

Harbor Asset Planning first reported a position in DVY in Q2 2025 and has held it in 5 quarters since. 497 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

  • Harbor Asset Planning held 2,218 shares of iShares Select Dividend ETF worth $347K as of Q2 2026.
  • Harbor Asset Planning bought 16 iShares Select Dividend ETF shares in Q2 2026, an estimated $2.46K.
  • iShares Select Dividend ETF made up 0.26% of Harbor Asset Planning's portfolio in Q2 2026, its #77 holding.
  • Harbor Asset Planning first reported a position in iShares Select Dividend ETF in Q2 2025 and has held it in 5 quarters since.
  • 497 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.