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Brooks Moore & Associates’s iShares Core Dividend ETF DIVB Stock Holding History

Brooks Moore & Associates’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 		$241K Buy
4,460
+100
+2% +$5.49K 0.12% 99
2025
Q4 		$232K Buy
+4,360
New +$229K 0.11% 101
2025
Q3 		– Sell
-5,470
Closed -$274K – 108
2025
Q2 		$274K Buy
+5,470
New +$260K 0.15% 96

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 $879M 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

Brooks Moore & Associates's DIVB Position: Q1 2026 in Review

Brooks Moore & Associates increased its iShares Core Dividend ETF (DIVB) stake by 2.3% in Q1 2026, buying an estimated $5.49K and bringing the position to 4,460 shares worth $241K. The position accounts for 0.12% of the portfolio, ranked #99.

Brooks Moore & Associates first reported a position in DIVB in Q2 2025 and has held it in 3 quarters since. The position peaked at $274K in Q2 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

  • Brooks Moore & Associates held 4,460 shares of iShares Core Dividend ETF worth $241K as of Q1 2026.
  • Brooks Moore & Associates bought 100 iShares Core Dividend ETF shares in Q1 2026, an estimated $5.49K.
  • iShares Core Dividend ETF made up 0.12% of Brooks Moore & Associates's portfolio in Q1 2026, its #99 holding.
  • Brooks Moore & Associates first reported a position in iShares Core Dividend ETF in Q2 2025 and has held it in 3 quarters since.
  • Brooks Moore & Associates's iShares Core Dividend ETF position peaked at $274K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.