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Bogart Wealth LLC’s iShares Core Dividend ETF DIVB Stock Holding History

Bogart Wealth LLC’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 		$59.4K Hold
1,101
– – ﹤0.01% 453
2025
Q4 		$58.5K Hold
1,101
– – ﹤0.01% 430
2025
Q3 		$57.5K Buy
1,101
+1
+0.1% +$51 ﹤0.01% 427
2025
Q2 		$55.4K Buy
1,100
+300
+38% +$14.3K ﹤0.01% 431
2025
Q1 		$38.8K Buy
+800
New +$39.2K ﹤0.01% 468

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

Bogart Wealth LLC's DIVB Position: Q1 2026 in Review

Bogart Wealth LLC held its iShares Core Dividend ETF (DIVB) position steady in Q1 2026 at 1,101 shares worth $59.4K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Bogart Wealth LLC first reported a position in DIVB in Q1 2025 and has held it in 5 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

  • Bogart Wealth LLC held 1,101 shares of iShares Core Dividend ETF worth $59.4K as of Q1 2026.
  • Bogart Wealth LLC left its iShares Core Dividend ETF share count unchanged in Q1 2026.
  • iShares Core Dividend ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #453 holding.
  • Bogart Wealth LLC first reported a position in iShares Core Dividend ETF in Q1 2025 and has held it in 5 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.