AmeriServ Wealth Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

AmeriServ Wealth Advisors’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	$210K	Sell	3,401 -1,760	-34%	-$103K	0.14%	53
2026 Q1	$278K	Hold	5,161	–	–	0.18%	49
2025 Q4	$274K	Sell	5,161 -19	-0.4%	-$996	0.16%	53
2025 Q3	$271K	Sell	5,180 -11	-0.2%	-$564	0.14%	52
2025 Q2	$261K	Sell	5,191 -3	-0.1%	-$143	0.13%	48
2025 Q1	$252K	Sell	5,194 -56,649	-92%	-$2.78M	0.15%	52
2024 Q4	$2.93M	Buy	+61,843	New	+$3.04M	1.58%	13
2023 Q3	–	Sell	-5,982	Closed	-$229K	–	44
2023 Q2	$229K	Sell	5,982 -9,244	-61%	-$343K	0.43%	38
2023 Q1	$568K	Sell	15,226 -6,672	-30%	-$254K	1.31%	19
2022 Q4	$821K	Buy	21,898 +4,823	+28%	+$179K	1.64%	17
2022 Q3	$577K	Buy	+17,075	New	+$643K	1.27%	25

Other funds holding DIVB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

AmeriServ Wealth Advisors's DIVB Position: Q2 2026 in Review

AmeriServ Wealth Advisors reduced its iShares Core Dividend ETF (DIVB) stake by 34% in Q2 2026, selling an estimated $103K and leaving 3,401 shares worth $210K. The position accounts for 0.14% of the portfolio, ranked #53.

AmeriServ Wealth Advisors first reported a position in DIVB in Q3 2022 and has held it in 11 quarters since. The position peaked at $2.93M in Q4 2024. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

AmeriServ Wealth Advisors held 3,401 shares of iShares Core Dividend ETF worth $210K as of Q2 2026.
AmeriServ Wealth Advisors sold 1,760 iShares Core Dividend ETF shares in Q2 2026, an estimated $103K.
iShares Core Dividend ETF made up 0.14% of AmeriServ Wealth Advisors's portfolio in Q2 2026, its #53 holding.
AmeriServ Wealth Advisors first reported a position in iShares Core Dividend ETF in Q3 2022 and has held it in 11 quarters since.
AmeriServ Wealth Advisors's iShares Core Dividend ETF position peaked at $2.93M in Q4 2024.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.