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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
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

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

Axxcess Wealth Management's DIVB Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares Core Dividend ETF (DIVB) in Q2 2026: 9,304 shares worth $573K. The stake represents 0.01% of the portfolio and ranks #683 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DIVB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DIVB in Q2 2025 and has held it in 4 quarters since. The position peaked at $704K in Q2 2025. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Axxcess Wealth Management held 9,304 shares of iShares Core Dividend ETF worth $573K as of Q2 2026.
  • iShares Core Dividend ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares Core Dividend ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #683 holding.
  • Axxcess Wealth Management first reported a position in iShares Core Dividend ETF in Q2 2025 and has held it in 4 quarters since.
  • Axxcess Wealth Management's iShares Core Dividend ETF position peaked at $704K in Q2 2025.
  • 169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.