CoreCap Advisors
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CoreCap Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

CoreCap 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 		$411K Buy
6,378
+12
+0.2% +$797 0.01% 600
2026
Q2 		$392K Buy
6,366
+105
+2% +$6.17K 0.01% 634
2026
Q1 		$338K Buy
6,261
+443
+8% +$24.3K 0.01% 624
2025
Q4 		$309K Buy
5,818
+8
+0.1% +$420 0.01% 643
2025
Q3 		$304K Sell
5,810
-66
-1% -$3.38K 0.01% 670
2025
Q2 		$296K Sell
5,876
-475
-7% -$22.6K 0.01% 641
2025
Q1 		$308K Sell
6,351
-118
-2% -$5.78K 0.01% 576
2024
Q4 		$307K Buy
6,469
+501
+8% +$24.6K 0.01% 593
2024
Q3 		$289K Buy
5,968
+468
+9% +$21.7K 0.01% 585
2024
Q2 		$243K Buy
5,500
+649
+13% +$28.3K 0.03% 333
2024
Q1 		$216K Sell
4,851
-352
-7% -$14.8K 0.01% 605
2023
Q4 		$214K Buy
+5,203
New +$198K 0.01% 536
2022
Q4 		$177K Buy
+4,715
New +$175K 0.01% 569
2022
Q3 		– Sell
-2,711
Closed -$98K – 905
2022
Q2 		$98K Buy
+2,711
New +$106K 0.01% 695
2022
Q1 		– Sell
-3,015
Closed -$129K – 911
2021
Q4 		$129K Buy
+3,015
New +$125K 0.01% 659

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
San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return
Legacy Wealth Partners (Colorado)
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
Absolute Capital Management
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
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

CoreCap Advisors's DIVB Position: Q3 2026 in Review

CoreCap Advisors increased its iShares Core Dividend ETF (DIVB) stake by 0.19% in Q3 2026, buying an estimated $797 and bringing the position to 6,378 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #600.

CoreCap Advisors first reported a position in DIVB in Q4 2021 and has held it in 15 quarters since. 47 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

  • CoreCap Advisors held 6,378 shares of iShares Core Dividend ETF worth $411K as of Q3 2026.
  • CoreCap Advisors bought 12 iShares Core Dividend ETF shares in Q3 2026, an estimated $797.
  • iShares Core Dividend ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #600 holding.
  • CoreCap Advisors first reported a position in iShares Core Dividend ETF in Q4 2021 and has held it in 15 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.