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

AE 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
2026 Q1	$114K	Sell	2,112 -1,229	-37%	-$67.5K	﹤0.01%	1759
2025 Q4	$178K	Sell	3,341 -127	-4%	-$6.66K	﹤0.01%	1548
2025 Q3	$181K	Buy	+3,468	New	+$178K	﹤0.01%	1428
2025 Q1	–	Sell	-130	Closed	-$6.16K	–	2182
2024 Q4	$6.16K	Buy	+130	New	+$6.38K	﹤0.01%	1899

Other funds holding DIVB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

AE Wealth Management's DIVB Position: Q1 2026 in Review

AE Wealth Management reduced its iShares Core Dividend ETF (DIVB) stake by 37% in Q1 2026, selling an estimated $67.5K and leaving 2,112 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

AE Wealth Management first reported a position in DIVB in Q4 2024 and has held it in 4 quarters since. The position peaked at $181K in Q3 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

AE Wealth Management held 2,112 shares of iShares Core Dividend ETF worth $114K as of Q1 2026.
AE Wealth Management sold 1,229 iShares Core Dividend ETF shares in Q1 2026, an estimated $67.5K.
iShares Core Dividend ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1759 holding.
AE Wealth Management first reported a position in iShares Core Dividend ETF in Q4 2024 and has held it in 4 quarters since.
AE Wealth Management's iShares Core Dividend ETF position peaked at $181K in Q3 2025.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.