Beacon Harbor Wealth Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

Beacon Harbor Wealth Advisors’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	$15.1M	Buy	+234,588	New	+$15.6M	2.88%	11

Other funds holding DIVB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

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

Aspire Capital Advisors Seattle, Washington $527M AUM 14.17% 1-Year Est. Return

Beacon Harbor Wealth Advisors's DIVB Position: Q3 2026 in Review

Beacon Harbor Wealth Advisors opened a new position in iShares Core Dividend ETF (DIVB) in Q3 2026: 234,588 shares worth $15.1M. The stake represents 2.88% of the portfolio and ranks #11 among its holdings.

177 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

Beacon Harbor Wealth Advisors held 234,588 shares of iShares Core Dividend ETF worth $15.1M as of Q3 2026.
iShares Core Dividend ETF was a new Beacon Harbor Wealth Advisors position in Q3 2026.
iShares Core Dividend ETF made up 2.88% of Beacon Harbor Wealth Advisors's portfolio in Q3 2026, its #11 holding.
177 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.