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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
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

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

CoreCap Advisors's DIVB Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Core Dividend ETF (DIVB) stake by 1.7% in Q2 2026, buying an estimated $6.17K and bringing the position to 6,366 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #634.

CoreCap Advisors first reported a position in DIVB in Q4 2021 and has held it in 14 quarters since. 23 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • CoreCap Advisors held 6,366 shares of iShares Core Dividend ETF worth $392K as of Q2 2026.
  • CoreCap Advisors bought 105 iShares Core Dividend ETF shares in Q2 2026, an estimated $6.17K.
  • iShares Core Dividend ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #634 holding.
  • CoreCap Advisors first reported a position in iShares Core Dividend ETF in Q4 2021 and has held it in 14 quarters since.
  • 23 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.