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

ADG Wealth Management Group’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
2026
Q2 		$1.28M Buy
20,846
+443
+2% +$26K 0.82% 17
2026
Q1 		$1.1M Buy
20,403
+1,281
+7% +$70.3K 0.76% 18
2025
Q4 		$1.02M Buy
19,122
+1,163
+6% +$61K 0.77% 17
2025
Q3 		$938K Sell
17,959
-233
-1% -$11.9K 0.75% 17
2025
Q2 		$915K Buy
18,192
+12
+0.1% +$571 0.78% 16
2025
Q1 		$882K Buy
+18,180
New +$891K 0.83% 17

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

ADG Wealth Management Group's DIVB Position: Q2 2026 in Review

ADG Wealth Management Group increased its iShares Core Dividend ETF (DIVB) stake by 2.2% in Q2 2026, buying an estimated $26K and bringing the position to 20,846 shares worth $1.28M. The position accounts for 0.82% of the portfolio, ranked #17.

ADG Wealth Management Group first reported a position in DIVB in Q1 2025 and has held it in 6 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • ADG Wealth Management Group held 20,846 shares of iShares Core Dividend ETF worth $1.28M as of Q2 2026.
  • ADG Wealth Management Group bought 443 iShares Core Dividend ETF shares in Q2 2026, an estimated $26K.
  • iShares Core Dividend ETF made up 0.82% of ADG Wealth Management Group's portfolio in Q2 2026, its #17 holding.
  • ADG Wealth Management Group first reported a position in iShares Core Dividend ETF in Q1 2025 and has held it in 6 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on ADG Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.