Cerity Partners
DIVB icon

Cerity Partners’s iShares Core Dividend ETF DIVB Stock Holding History

Cerity Partners’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
2025
Q4 		– Sell
-6,397
Closed -$334K – 2911
2025
Q3 		$334K Buy
6,397
+42
+0.7% +$2.15K ﹤0.01% 2210
2025
Q2 		$320K Sell
6,355
-368
-5% -$17.5K ﹤0.01% 2123
2025
Q1 		$326K Buy
6,723
+446
+7% +$21.9K ﹤0.01% 1981
2024
Q4 		$298K Buy
6,277
+47
+0.8% +$2.31K ﹤0.01% 2039
2024
Q3 		$302K Buy
+6,230
New +$289K ﹤0.01% 2060

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 $1.37T AUM 24.88% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Cerity Partners's DIVB Position: Q4 2025 in Review

Cerity Partners sold out of iShares Core Dividend ETF (DIVB) in Q4 2025, closing a stake of 6,397 shares — an estimated $334K sold.

Cerity Partners first reported a position in DIVB in Q3 2024 and held it in 5 quarters. The position peaked at $334K in Q3 2025. 148 funds tracked by Wall St. Rank hold DIVB as of Q4 2025.

  • Cerity Partners reported no remaining iShares Core Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Cerity Partners sold 6,397 iShares Core Dividend ETF shares in Q4 2025, an estimated $334K.
  • Cerity Partners first reported a position in iShares Core Dividend ETF in Q3 2024 and held it in 5 quarters.
  • Cerity Partners's iShares Core Dividend ETF position peaked at $334K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.