Avantax Advisory Services’s iShares Core Dividend ETF DIVB Stock Holding History

Avantax Advisory Services’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	$408K	Buy	8,117 +1,637	+25%	+$77.9K	﹤0.01%	1709
2025 Q1	$314K	Sell	6,480 -4,064	-39%	-$199K	﹤0.01%	1798
2024 Q4	$500K	Buy	10,544 +31	+0.3%	+$1.52K	﹤0.01%	1446
2024 Q3	$509K	Buy	10,513 +418	+4%	+$19.4K	﹤0.01%	1398
2024 Q2	$447K	Sell	10,095 -668	-6%	-$29.2K	﹤0.01%	1434
2024 Q1	$479K	Sell	10,763 -179	-2%	-$7.53K	﹤0.01%	1060
2023 Q4	$449K	Sell	10,942 -40	-0.4%	-$1.52K	﹤0.01%	1045
2023 Q3	$409K	Sell	10,982 -1,389	-11%	-$53.8K	﹤0.01%	1035
2023 Q2	$473K	Buy	12,371 +3	+0%	+$111	0.01%	961
2023 Q1	$462K	Sell	12,368 -3,676	-23%	-$140K	0.01%	954
2022 Q4	$602K	Buy	16,044 +271	+2%	+$10.1K	0.01%	791
2022 Q3	$533K	Sell	15,773 -428	-3%	-$16.1K	0.01%	744
2022 Q2	$588K	Buy	16,201 +7,172	+79%	+$280K	0.01%	719
2022 Q1	$376K	Buy	9,029 +3,429	+61%	+$143K	0.01%	899
2021 Q4	$239K	Buy	+5,600	New	+$232K	﹤0.01%	1088

Other funds holding DIVB

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

Paradiem Covington, Louisiana $464M AUM 45.56% 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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avantax Advisory Services's DIVB Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Core Dividend ETF (DIVB) stake by 25% in Q2 2025, buying an estimated $77.9K and bringing the position to 8,117 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Avantax Advisory Services first reported a position in DIVB in Q4 2021 and has held it in 15 quarters since. The position peaked at $602K in Q4 2022. 138 funds tracked by Wall St. Rank hold DIVB as of Q2 2025.

Avantax Advisory Services held 8,117 shares of iShares Core Dividend ETF worth $408K as of Q2 2025.
Avantax Advisory Services bought 1,637 iShares Core Dividend ETF shares in Q2 2025, an estimated $77.9K.
iShares Core Dividend ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1709 holding.
Avantax Advisory Services first reported a position in iShares Core Dividend ETF in Q4 2021 and has held it in 15 quarters since.
Avantax Advisory Services's iShares Core Dividend ETF position peaked at $602K in Q4 2022.
138 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.