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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
Q2 		$67.8K Sell
1,100
-1
-0.1% -$59 ﹤0.01% 476
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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
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

Bogart Wealth LLC's DIVB Position: Q2 2026 in Review

Bogart Wealth LLC reduced its iShares Core Dividend ETF (DIVB) stake by 0.09% in Q2 2026, selling an estimated $59 and leaving 1,100 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Bogart Wealth LLC first reported a position in DIVB in Q1 2025 and has held it in 6 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Bogart Wealth LLC held 1,100 shares of iShares Core Dividend ETF worth $67.8K as of Q2 2026.
  • Bogart Wealth LLC sold 1 iShares Core Dividend ETF share in Q2 2026, an estimated $59.
  • iShares Core Dividend ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #476 holding.
  • Bogart Wealth LLC first reported a position in iShares Core Dividend ETF in Q1 2025 and has held it in 6 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.