Blake Schutter Theil Wealth Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

Blake Schutter Theil 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 Q2	$5.7M	Buy	92,469 +11,149	+14%	+$655K	3.85%	7
2026 Q1	$4.39M	Buy	81,320 +1,603	+2%	+$88K	3.58%	6
2025 Q4	$4.24M	Sell	79,717 -44	-0.1%	-$2.31K	3.48%	5
2025 Q3	$4.17M	Buy	+79,761	New	+$4.09M	4.12%	4

Other funds holding DIVB

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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

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 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

Blake Schutter Theil Wealth Advisors's DIVB Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors increased its iShares Core Dividend ETF (DIVB) stake by 14% in Q2 2026, buying an estimated $655K and bringing the position to 92,469 shares worth $5.7M. The position accounts for 3.85% of the portfolio, ranked #7.

Blake Schutter Theil Wealth Advisors first reported a position in DIVB in Q3 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 92,469 shares of iShares Core Dividend ETF worth $5.7M as of Q2 2026.
Blake Schutter Theil Wealth Advisors bought 11,149 iShares Core Dividend ETF shares in Q2 2026, an estimated $655K.
iShares Core Dividend ETF made up 3.85% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Blake Schutter Theil Wealth Advisors first reported a position in iShares Core Dividend ETF in Q3 2025 and has held it in 4 quarters since.
23 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.