Harbour Investments’s iShares Select Dividend ETF DVY Stock Holding History

Harbour Investments’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	$3.9M	Buy	25,738 +14,822	+136%	+$2.24M	0.06%	293
2025 Q4	$1.54M	Buy	10,916 +1,204	+12%	+$170K	0.03%	466
2025 Q3	$1.38M	Buy	9,712 +1,298	+15%	+$180K	0.03%	460
2025 Q2	$1.12M	Buy	8,414 +113	+1%	+$14.6K	0.03%	493
2025 Q1	$1.11M	Buy	8,301 +4	+0%	+$536	0.03%	453
2024 Q4	$1.09M	Sell	8,297 -370	-4%	-$50.4K	0.03%	449
2024 Q3	$1.17M	Buy	8,667 +1,994	+30%	+$258K	0.04%	409
2024 Q2	$807K	Buy	6,673 +50	+0.8%	+$6.07K	0.03%	467
2024 Q1	$816K	Buy	6,623 +457	+7%	+$53.5K	0.03%	456
2023 Q4	$723K	Sell	6,166 -111	-2%	-$12.2K	0.03%	440
2023 Q3	$676K	Sell	6,277 -66	-1%	-$7.51K	0.03%	412
2023 Q2	$719K	Buy	6,343 +260	+4%	+$29.6K	0.04%	415
2023 Q1	$713K	Buy	6,083 +578	+10%	+$69.9K	0.04%	391
2022 Q4	$664K	Buy	5,505 +123	+2%	+$14.6K	0.04%	392
2022 Q3	$633K	Hold	5,382	–	–	0.04%	373
2022 Q2	$633K	Buy	+5,382	New	+$674K	0.04%	373
2021 Q4	$529K	Sell	4,312 -16,976	-80%	-$2.02M	0.03%	417
2021 Q3	$2.44M	Sell	21,288 -2,315	-10%	-$271K	0.08%	228
2021 Q2	$2.75M	Sell	23,603 -245	-1%	-$29.1K	0.09%	212
2021 Q1	$2.72M	Buy	+23,848	New	+$2.52M	0.1%	196

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

Harbour Investments's DVY Position: Q1 2026 in Review

Harbour Investments increased its iShares Select Dividend ETF (DVY) stake by 136% in Q1 2026, buying an estimated $2.24M and bringing the position to 25,738 shares worth $3.9M. The position accounts for 0.06% of the portfolio, ranked #293.

Harbour Investments first reported a position in DVY in Q1 2021 and has held it in 20 quarters since. 1,414 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Harbour Investments held 25,738 shares of iShares Select Dividend ETF worth $3.9M as of Q1 2026.
Harbour Investments bought 14,822 iShares Select Dividend ETF shares in Q1 2026, an estimated $2.24M.
iShares Select Dividend ETF made up 0.06% of Harbour Investments's portfolio in Q1 2026, its #293 holding.
Harbour Investments first reported a position in iShares Select Dividend ETF in Q1 2021 and has held it in 20 quarters since.
1,414 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.