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Capital Analysts LLC’s iShares Core Dividend ETF DIVB Stock Holding History

Capital Analysts 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
Q1 		$17K Buy
+322
New +$17.7K ﹤0.01% 1155
2025
Q2 		– Sell
-256
Closed -$12K – 1394
2025
Q1 		$12K Buy
+256
New +$12.5K ﹤0.01% 1091

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 $857M 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

Capital Analysts LLC's DIVB Position: Q1 2026 in Review

Capital Analysts LLC opened a new position in iShares Core Dividend ETF (DIVB) in Q1 2026: 322 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1155 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in DIVB as recently as Q1 2025.

Capital Analysts LLC first reported a position in DIVB in Q1 2025 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

  • Capital Analysts LLC held 322 shares of iShares Core Dividend ETF worth $17K as of Q1 2026.
  • iShares Core Dividend ETF was a new Capital Analysts LLC position in Q1 2026.
  • iShares Core Dividend ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1155 holding.
  • Capital Analysts LLC first reported a position in iShares Core Dividend ETF in Q1 2025 and has held it in 2 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.