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Allworth Financial’s iShares Core Dividend ETF DIVB Stock Holding History

Allworth Financial’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 		– Sell
-190
Closed -$10.3K – 5216
2026
Q1 		$10.3K Buy
+190
New +$10.4K ﹤0.01% 3485
2022
Q3 		– Sell
-103
Closed -$4K – 2752
2022
Q2 		$4K Buy
+103
New +$4.03K ﹤0.01% 1799

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

Allworth Financial's DIVB Position: Q2 2026 in Review

Allworth Financial sold out of iShares Core Dividend ETF (DIVB) in Q2 2026, closing a stake of 190 shares — an estimated $10.3K sold.

Allworth Financial first reported a position in DIVB in Q2 2022 and held it in 2 quarters. The position peaked at $10.3K in Q1 2026. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Allworth Financial reported no remaining iShares Core Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 190 iShares Core Dividend ETF shares in Q2 2026, an estimated $10.3K.
  • Allworth Financial first reported a position in iShares Core Dividend ETF in Q2 2022 and held it in 2 quarters.
  • Allworth Financial's iShares Core Dividend ETF position peaked at $10.3K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.