Capital Advisors Ltd
DIVB icon

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
Q3 		$460K Buy
7,132
+387
+6% +$25.7K 0.05% 185
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% -$9.6K 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

San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Legacy Wealth Partners (Colorado)
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
Absolute Capital Management
Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Peoples Bank (Ohio)
Peoples Bank (Ohio) Marietta, Ohio $217M AUM 22.04% 1-Year Est. Return

Capital Advisors Ltd's DIVB Position: Q3 2026 in Review

Capital Advisors Ltd increased its iShares Core Dividend ETF (DIVB) stake by 5.7% in Q3 2026, buying an estimated $25.7K and bringing the position to 7,132 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #185.

Capital Advisors Ltd first reported a position in DIVB in Q4 2021 and has held it in 20 quarters since. The position peaked at $701K in Q1 2022. 61 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

  • Capital Advisors Ltd held 7,132 shares of iShares Core Dividend ETF worth $460K as of Q3 2026.
  • Capital Advisors Ltd bought 387 iShares Core Dividend ETF shares in Q3 2026, an estimated $25.7K.
  • iShares Core Dividend ETF made up 0.05% of Capital Advisors Ltd's portfolio in Q3 2026, its #185 holding.
  • Capital Advisors Ltd first reported a position in iShares Core Dividend ETF in Q4 2021 and has held it in 20 quarters since.
  • Capital Advisors Ltd's iShares Core Dividend ETF position peaked at $701K in Q1 2022.
  • 61 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.