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Atria Wealth Solutions’s iShares Core Dividend ETF DIVB Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-12,274
Closed -$596K – 1558
2025
Q1 		$596K Sell
12,274
-10,068
-45% -$493K 0.01% 1118
2024
Q4 		$1.06M Sell
22,342
-2,057
-8% -$101K 0.01% 904
2024
Q3 		$1.18M Buy
24,399
+3,316
+16% +$154K 0.01% 850
2024
Q2 		$933K Buy
21,083
+382
+2% +$16.7K 0.01% 924
2024
Q1 		$921K Buy
+20,701
New +$871K 0.01% 948

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 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
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Wealth Solutions's DIVB Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares Core Dividend ETF (DIVB) in Q2 2025, closing a stake of 12,274 shares — an estimated $596K sold.

Atria Wealth Solutions first reported a position in DIVB in Q1 2024 and held it in 5 quarters. The position peaked at $1.18M in Q3 2024. 138 funds tracked by Wall St. Rank hold DIVB as of Q2 2025.

  • Atria Wealth Solutions reported no remaining iShares Core Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,274 iShares Core Dividend ETF shares in Q2 2025, an estimated $596K.
  • Atria Wealth Solutions first reported a position in iShares Core Dividend ETF in Q1 2024 and held it in 5 quarters.
  • Atria Wealth Solutions's iShares Core Dividend ETF position peaked at $1.18M in Q3 2024.
  • 138 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.