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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
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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

ADG Wealth Management Group's DIVB Position: Q1 2026 in Review

ADG Wealth Management Group increased its iShares Core Dividend ETF (DIVB) stake by 6.7% in Q1 2026, buying an estimated $70.3K and bringing the position to 20,403 shares worth $1.1M. The position accounts for 0.76% of the portfolio, ranked #18.

ADG Wealth Management Group first reported a position in DIVB in Q1 2025 and has held it in 5 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

  • ADG Wealth Management Group held 20,403 shares of iShares Core Dividend ETF worth $1.1M as of Q1 2026.
  • ADG Wealth Management Group bought 1,281 iShares Core Dividend ETF shares in Q1 2026, an estimated $70.3K.
  • iShares Core Dividend ETF made up 0.76% of ADG Wealth Management Group's portfolio in Q1 2026, its #18 holding.
  • ADG Wealth Management Group first reported a position in iShares Core Dividend ETF in Q1 2025 and has held it in 5 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on ADG Wealth Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.