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

Axxcess 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 Q3	–	Sell	-9,304	Closed	-$573K	–	1048
2026 Q2	$573K	Buy	+9,304	New	+$546K	0.01%	683
2026 Q1	–	Sell	-11,047	Closed	-$587K	–	547
2025 Q4	$587K	Buy	11,047 +22	+0.2%	+$1.15K	0.01%	653
2025 Q3	$576K	Sell	11,025 -2,963	-21%	-$152K	0.01%	585
2025 Q2	$704K	Buy	+13,988	New	+$665K	0.02%	509

Other funds holding DIVB

San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Peoples Bank (Ohio) Marietta, Ohio $217M AUM 22.04% 1-Year Est. Return

Axxcess Wealth Management's DIVB Position: Q3 2026 in Review

Axxcess Wealth Management sold out of iShares Core Dividend ETF (DIVB) in Q3 2026, closing a stake of 9,304 shares — an estimated $573K sold.

Axxcess Wealth Management first reported a position in DIVB in Q2 2025 and held it in 4 quarters. The position peaked at $704K in Q2 2025. 61 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

Axxcess Wealth Management reported no remaining iShares Core Dividend ETF position as of Q3 2026 after selling out during the quarter.
Axxcess Wealth Management sold 9,304 iShares Core Dividend ETF shares in Q3 2026, an estimated $573K.
Axxcess Wealth Management first reported a position in iShares Core Dividend ETF in Q2 2025 and held it in 4 quarters.
Axxcess Wealth Management's iShares Core Dividend ETF position peaked at $704K in Q2 2025.
61 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.