CMA
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Cedar Mountain Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

Cedar Mountain Advisors’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 		$6.43M Buy
104,443
+415
+0.4% +$24.4K 1.11% 21
2026
Q1 		$5.61M Buy
104,028
+1,004
+1% +$55.1K 1.1% 21
2025
Q4 		$5.48M Buy
103,024
+1,160
+1% +$60.8K 1.06% 21
2025
Q3 		$5.32M Buy
101,864
+3,377
+3% +$173K 1.04% 21
2025
Q2 		$4.96M Buy
98,487
+2,923
+3% +$139K 1.03% 20
2025
Q1 		$4.64M Buy
95,564
+929
+1% +$45.5K 1.04% 20
2024
Q4 		$4.49M Sell
94,635
-510
-0.5% -$25K 0.99% 20
2024
Q3 		$4.61M Sell
95,145
-165
-0.2% -$7.66K 1.04% 18
2024
Q2 		$4.22M Buy
95,310
+1,801
+2% +$78.6K 1.04% 15
2024
Q1 		$4.16M Buy
93,509
+1,428
+2% +$60.1K 1.05% 15
2023
Q4 		$3.78M Buy
92,081
+1,422
+2% +$54.2K 1.02% 15
2023
Q3 		$3.38M Buy
90,659
+1,913
+2% +$74.1K 1% 15
2023
Q2 		$3.39M Buy
88,746
+1,779
+2% +$66.1K 0.97% 15
2023
Q1 		$3.25M Buy
86,967
+975
+1% +$37.1K 0.98% 15
2022
Q4 		$3.23M Buy
85,992
+647
+0.8% +$24.1K 1.01% 15
2022
Q3 		$2.88M Buy
85,345
+2,656
+3% +$99.9K 0.96% 16
2022
Q2 		$3M Buy
82,689
+78,054
+1,684% +$3.05M 1.03% 14
2022
Q1 		$193K Buy
+4,635
New +$193K 0.06% 44

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

Cedar Mountain Advisors's DIVB Position: Q2 2026 in Review

Cedar Mountain Advisors increased its iShares Core Dividend ETF (DIVB) stake by 0.4% in Q2 2026, buying an estimated $24.4K and bringing the position to 104,443 shares worth $6.43M. The position accounts for 1.11% of the portfolio, ranked #21.

Cedar Mountain Advisors first reported a position in DIVB in Q1 2022 and has held it in 18 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Cedar Mountain Advisors held 104,443 shares of iShares Core Dividend ETF worth $6.43M as of Q2 2026.
  • Cedar Mountain Advisors bought 415 iShares Core Dividend ETF shares in Q2 2026, an estimated $24.4K.
  • iShares Core Dividend ETF made up 1.11% of Cedar Mountain Advisors's portfolio in Q2 2026, its #21 holding.
  • Cedar Mountain Advisors first reported a position in iShares Core Dividend ETF in Q1 2022 and has held it in 18 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.