Harpswell Capital Advisors’s iShares Select Dividend ETF DVY Stock Holding History

Harpswell Capital Advisors’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	$912K	Hold	6,000	–	–	0.6%	23
2026 Q2	$938K	Hold	6,000	–	–	0.6%	22
2026 Q1	$908K	Buy	6,000 +2,000	+50%	+$302K	0.68%	21
2025 Q4	$565K	Hold	4,000	–	–	0.45%	24
2025 Q3	$568K	Buy	+4,000	New	+$554K	0.54%	22

Other funds holding DVY

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Harpswell Capital Advisors's DVY Position: Q3 2026 in Review

Harpswell Capital Advisors held its iShares Select Dividend ETF (DVY) position steady in Q3 2026 at 6,000 shares worth $912K. The position accounts for 0.6% of the portfolio, ranked #23.

Harpswell Capital Advisors first reported a position in DVY in Q3 2025 and has held it in 5 quarters since. The position peaked at $938K in Q2 2026. 88 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Harpswell Capital Advisors held 6,000 shares of iShares Select Dividend ETF worth $912K as of Q3 2026.
Harpswell Capital Advisors left its iShares Select Dividend ETF share count unchanged in Q3 2026.
iShares Select Dividend ETF made up 0.6% of Harpswell Capital Advisors's portfolio in Q3 2026, its #23 holding.
Harpswell Capital Advisors first reported a position in iShares Select Dividend ETF in Q3 2025 and has held it in 5 quarters since.
Harpswell Capital Advisors's iShares Select Dividend ETF position peaked at $938K in Q2 2026.
88 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.