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
Q3 		$6.38M Sell
98,948
-5,495
-5% -$365K 1.08% 21
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% +$100K 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

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
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
ACM
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
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Cedar Mountain Advisors's DIVB Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its iShares Core Dividend ETF (DIVB) stake by 5.3% in Q3 2026, selling an estimated $365K and leaving 98,948 shares worth $6.38M. The position accounts for 1.08% of the portfolio, ranked #21.

Cedar Mountain Advisors first reported a position in DIVB in Q1 2022 and has held it in 19 quarters since. The position peaked at $6.43M in Q2 2026. 32 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

  • Cedar Mountain Advisors held 98,948 shares of iShares Core Dividend ETF worth $6.38M as of Q3 2026.
  • Cedar Mountain Advisors sold 5,495 iShares Core Dividend ETF shares in Q3 2026, an estimated $365K.
  • iShares Core Dividend ETF made up 1.08% of Cedar Mountain Advisors's portfolio in Q3 2026, its #21 holding.
  • Cedar Mountain Advisors first reported a position in iShares Core Dividend ETF in Q1 2022 and has held it in 19 quarters since.
  • Cedar Mountain Advisors's iShares Core Dividend ETF position peaked at $6.43M in Q2 2026.
  • 32 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.