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

CFS 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
2026
Q2 		$244K Sell
3,849
-54
-1% -$3.17K 0.02% 337
2026
Q1 		$219K Buy
+3,903
New +$214K 0.02% 342

Other funds holding DIVB

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
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFS Investment Advisory Services's DIVB Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares Core Dividend ETF (DIVB) stake by 1.4% in Q2 2026, selling an estimated $3.17K and leaving 3,849 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #337.

CFS Investment Advisory Services first reported a position in DIVB in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • CFS Investment Advisory Services held 3,849 shares of iShares Core Dividend ETF worth $244K as of Q2 2026.
  • CFS Investment Advisory Services sold 54 iShares Core Dividend ETF shares in Q2 2026, an estimated $3.17K.
  • iShares Core Dividend ETF made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #337 holding.
  • CFS Investment Advisory Services first reported a position in iShares Core Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.