Cadia Private Client’s iShares Core Dividend ETF DIVB Stock Holding History

Cadia Private Client’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	$279K	Buy	4,527 +12	+0.3%	+$705	0.2%	66
2026 Q1	$244K	Buy	4,515 +13	+0.3%	+$714	0.2%	65
2025 Q4	$239K	Buy	+4,502	New	+$236K	0.19%	61

Other funds holding DIVB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

Cadia Private Client's DIVB Position: Q2 2026 in Review

Cadia Private Client increased its iShares Core Dividend ETF (DIVB) stake by 0.27% in Q2 2026, buying an estimated $705 and bringing the position to 4,527 shares worth $279K. The position accounts for 0.2% of the portfolio, ranked #66.

Cadia Private Client first reported a position in DIVB in Q4 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Cadia Private Client held 4,527 shares of iShares Core Dividend ETF worth $279K as of Q2 2026.
Cadia Private Client bought 12 iShares Core Dividend ETF shares in Q2 2026, an estimated $705.
iShares Core Dividend ETF made up 0.2% of Cadia Private Client's portfolio in Q2 2026, its #66 holding.
Cadia Private Client first reported a position in iShares Core Dividend ETF in Q4 2025 and has held it in 3 quarters since.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.