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

Beacon Investment 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
2026
Q2 		$10.2K Hold
165
– – ﹤0.01% 625
2026
Q1 		$8.9K Buy
+165
New +$9.06K ﹤0.01% 652

Other funds holding DIVB

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SLWA
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WFP
Welch Financial Planning Boulder, Colorado $172M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Beacon Investment Advisory Services's DIVB Position: Q2 2026 in Review

Beacon Investment Advisory Services held its iShares Core Dividend ETF (DIVB) position steady in Q2 2026 at 165 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Beacon Investment Advisory Services first reported a position in DIVB in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Beacon Investment Advisory Services held 165 shares of iShares Core Dividend ETF worth $10.2K as of Q2 2026.
  • Beacon Investment Advisory Services left its iShares Core Dividend ETF share count unchanged in Q2 2026.
  • iShares Core Dividend ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #625 holding.
  • Beacon Investment Advisory Services first reported a position in iShares Core Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.