Commonwealth Equity Services’s iShares Core Dividend ETF DIVB Stock Holding History

Commonwealth Equity 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 Q1	$13.4M	Sell	248,750 -523	-0.2%	-$28.7K	0.02%	733
2025 Q4	$13.2M	Buy	249,273 +27,453	+12%	+$1.44M	0.02%	755
2025 Q3	$11.6M	Buy	221,820 +34,456	+18%	+$1.77M	0.02%	841
2025 Q2	$9.43M	Buy	187,364 +11,538	+7%	+$549K	0.01%	947
2025 Q1	$8.53M	Buy	175,826 +39,878	+29%	+$1.95M	0.01%	953
2024 Q4	$6.44M	Buy	135,948 +78,421	+136%	+$3.85M	0.01%	1082
2024 Q3	$2.79M	Buy	57,527 +23,363	+68%	+$1.08M	﹤0.01%	1598
2024 Q2	$1.51M	Buy	34,164 +5,729	+20%	+$250K	﹤0.01%	1977
2024 Q1	$1.26M	Buy	28,435 +14,111	+99%	+$594K	﹤0.01%	2083
2023 Q4	$588K	Sell	14,324 -442	-3%	-$16.9K	﹤0.01%	2572
2023 Q3	$550K	Buy	14,766 +496	+3%	+$19.2K	﹤0.01%	2511
2023 Q2	$546K	Buy	14,270 +1,600	+13%	+$59.4K	﹤0.01%	2535
2023 Q1	$472	Buy	12,670 +3,248	+34%	+$123K	﹤0.01%	2613
2022 Q4	$353K	Buy	9,422 +2,345	+33%	+$87.2K	﹤0.01%	2747
2022 Q3	$239K	Sell	7,077 -377	-5%	-$14.2K	﹤0.01%	3011
2022 Q2	$270K	Buy	7,454 +290	+4%	+$11.3K	﹤0.01%	2935
2022 Q1	$298K	Buy	7,164 +2,186	+44%	+$91K	﹤0.01%	2977
2021 Q4	$212K	Buy	+4,978	New	+$206K	﹤0.01%	3252

Other funds holding DIVB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Commonwealth Equity Services's DIVB Position: Q1 2026 in Review

Commonwealth Equity Services reduced its iShares Core Dividend ETF (DIVB) stake by 0.21% in Q1 2026, selling an estimated $28.7K and leaving 248,750 shares worth $13.4M. The position accounts for 0.02% of the portfolio, ranked #733.

Commonwealth Equity Services first reported a position in DIVB in Q4 2021 and has held it in 18 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

Commonwealth Equity Services held 248,750 shares of iShares Core Dividend ETF worth $13.4M as of Q1 2026.
Commonwealth Equity Services sold 523 iShares Core Dividend ETF shares in Q1 2026, an estimated $28.7K.
iShares Core Dividend ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q1 2026, its #733 holding.
Commonwealth Equity Services first reported a position in iShares Core Dividend ETF in Q4 2021 and has held it in 18 quarters since.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.