CAL
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Capital Advisors Ltd’s iShares Core Dividend ETF DIVB Stock Holding History

Capital Advisors Ltd’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 		$415K Buy
6,745
+177
+3% +$10.4K 0.04% 212
2026
Q1 		$354K Buy
6,568
+185
+3% +$10.2K 0.04% 220
2025
Q4 		$339K Buy
6,383
+5
+0.1% +$262 0.04% 221
2025
Q3 		$333K Buy
6,378
+197
+3% +$10.1K 0.04% 218
2025
Q2 		$311K Buy
6,181
+4
+0.1% +$190 0.04% 222
2025
Q1 		$300K Sell
6,177
-196
-3% -$9.61K 0.04% 222
2024
Q4 		$302K Hold
6,373
– – 0.04% 219
2024
Q3 		$309K Sell
6,373
-149
-2% -$6.91K 0.04% 218
2024
Q2 		$289K Hold
6,522
– – 0.04% 218
2024
Q1 		$290K Hold
6,522
– – 0.04% 226
2023
Q4 		$268K Hold
6,522
– – 0.04% 222
2023
Q3 		$243K Sell
6,522
-352
-5% -$13.6K 0.04% 227
2023
Q2 		$263K Sell
6,874
-2,462
-26% -$91.4K 0.04% 226
2023
Q1 		$349K Hold
9,336
– – 0.06% 173
2022
Q4 		$350K Sell
9,336
-4,157
-31% -$155K 0.06% 171
2022
Q3 		$456K Sell
13,493
-3,906
-22% -$147K 0.09% 135
2022
Q2 		$631K Buy
17,399
+597
+4% +$23.3K 0.12% 108
2022
Q1 		$701K Buy
16,802
+16,501
+5,482% +$687K 0.12% 107
2021
Q4 		$13K Buy
+301
New +$12.5K ﹤0.01% 481

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
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Advisors Ltd's DIVB Position: Q2 2026 in Review

Capital Advisors Ltd increased its iShares Core Dividend ETF (DIVB) stake by 2.7% in Q2 2026, buying an estimated $10.4K and bringing the position to 6,745 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #212.

Capital Advisors Ltd first reported a position in DIVB in Q4 2021 and has held it in 19 quarters since. The position peaked at $701K in Q1 2022. 23 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Capital Advisors Ltd held 6,745 shares of iShares Core Dividend ETF worth $415K as of Q2 2026.
  • Capital Advisors Ltd bought 177 iShares Core Dividend ETF shares in Q2 2026, an estimated $10.4K.
  • iShares Core Dividend ETF made up 0.04% of Capital Advisors Ltd's portfolio in Q2 2026, its #212 holding.
  • Capital Advisors Ltd first reported a position in iShares Core Dividend ETF in Q4 2021 and has held it in 19 quarters since.
  • Capital Advisors Ltd's iShares Core Dividend ETF position peaked at $701K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.