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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
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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Axxcess Wealth Management's DIVB Position: Q1 2026 in Review

Axxcess Wealth Management sold out of iShares Core Dividend ETF (DIVB) in Q1 2026, closing a stake of 11,047 shares — an estimated $587K sold.

Axxcess Wealth Management first reported a position in DIVB in Q2 2025 and held it in 3 quarters. The position peaked at $704K in Q2 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

  • Axxcess Wealth Management reported no remaining iShares Core Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 11,047 iShares Core Dividend ETF shares in Q1 2026, an estimated $587K.
  • Axxcess Wealth Management first reported a position in iShares Core Dividend ETF in Q2 2025 and held it in 3 quarters.
  • Axxcess Wealth Management's iShares Core Dividend ETF position peaked at $704K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.