AWM
DIVB icon

Accurate Wealth Management’s iShares Core Dividend ETF DIVB Stock Holding History

Accurate Wealth Management’s Portfolio DIVB Stock Details DIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$386 – 544
2022
Q4 		$386 Buy
+10
New +$372 ﹤0.01% 1514

Other funds holding DIVB

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accurate Wealth Management's DIVB Position: Q1 2023 in Review

Accurate Wealth Management sold out of iShares Core Dividend ETF (DIVB) in Q1 2023, closing a stake of 10 shares — an estimated $386 sold.

Accurate Wealth Management first reported a position in DIVB in Q4 2022 and held it in 1 quarter. The position peaked at $386 in Q4 2022. 61 funds tracked by Wall St. Rank hold DIVB as of Q1 2023.

  • Accurate Wealth Management reported no remaining iShares Core Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 10 iShares Core Dividend ETF shares in Q1 2023, an estimated $386.
  • Accurate Wealth Management first reported a position in iShares Core Dividend ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's iShares Core Dividend ETF position peaked at $386 in Q4 2022.
  • 61 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.