CAL
DIVB icon

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
Q2 		$183K Buy
2,966
+2,644
+821% +$155K ﹤0.01% 710
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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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

Capital Analysts LLC's DIVB Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares Core Dividend ETF (DIVB) stake by 821% in Q2 2026, buying an estimated $155K and bringing the position to 2,966 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Capital Analysts LLC first reported a position in DIVB in Q1 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Capital Analysts LLC held 2,966 shares of iShares Core Dividend ETF worth $183K as of Q2 2026.
  • Capital Analysts LLC bought 2,644 iShares Core Dividend ETF shares in Q2 2026, an estimated $155K.
  • iShares Core Dividend ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #710 holding.
  • Capital Analysts LLC first reported a position in iShares Core Dividend ETF in Q1 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 Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.