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Capital Investment Advisory Services’s iShares Core Dividend ETF DIVB Stock Holding History

Capital Investment Advisory Services’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
2022
Q4 		– Sell
-291
Closed -$10K – 818
2022
Q3 		$10K Buy
291
+2
+0.7% +$75 ﹤0.01% 695
2022
Q2 		$10K Buy
289
+39
+16% +$1.52K ﹤0.01% 710
2022
Q1 		$10K Buy
+250
New +$10.4K ﹤0.01% 742

Other funds holding DIVB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

Capital Investment Advisory Services's DIVB Position: Q4 2022 in Review

Capital Investment Advisory Services sold out of iShares Core Dividend ETF (DIVB) in Q4 2022, closing a stake of 291 shares — an estimated $10K sold.

Capital Investment Advisory Services first reported a position in DIVB in Q1 2022 and held it in 3 quarters. The position peaked at $10K in Q3 2022. 67 funds tracked by Wall St. Rank hold DIVB as of Q4 2022.

  • Capital Investment Advisory Services reported no remaining iShares Core Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • Capital Investment Advisory Services sold 291 iShares Core Dividend ETF shares in Q4 2022, an estimated $10K.
  • Capital Investment Advisory Services first reported a position in iShares Core Dividend ETF in Q1 2022 and held it in 3 quarters.
  • Capital Investment Advisory Services's iShares Core Dividend ETF position peaked at $10K in Q3 2022.
  • 67 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q4 2022.

Based on Capital Investment Advisory Services's 13F filing for Q4 2022, filed 3 Feb 2023.