Corient Private Wealth
DIVB icon

Corient Private Wealth’s iShares Core Dividend ETF DIVB Stock Holding History

Corient Private Wealth’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 		$22.5M Buy
365,095
+345,707
+1,783% +$20.3M 0.03% 385
2026
Q1 		$1.05M Sell
19,388
-390,279
-95% -$21.4M ﹤0.01% 1641
2025
Q4 		$21.9M Sell
409,667
-21,306
-5% -$1.12M 0.03% 389
2025
Q3 		$22.5M Sell
430,973
-22,808
-5% -$1.17M 0.04% 370
2025
Q2 		$22.8M Buy
453,781
+1,914
+0.4% +$91.1K 0.03% 368
2025
Q1 		$21.9M Sell
451,867
-58,437
-11% -$2.86M 0.04% 375
2024
Q4 		$23.5M Sell
510,304
-21,165
-4% -$1.04M 0.04% 364
2024
Q3 		$25.7M Sell
531,469
-68,217
-11% -$3.16M 0.04% 375
2024
Q2 		$26.5M Sell
599,686
-45,666
-7% -$1.99M 0.05% 334
2024
Q1 		$28.7M Sell
645,352
-11,702
-2% -$492K 0.05% 323
2023
Q4 		$27M Sell
657,054
-57,844
-8% -$2.21M 0.05% 328
2023
Q3 		$26.6M Sell
714,898
-295,271
-29% -$11.4M 0.06% 294
2023
Q2 		$38.6M Sell
1,010,169
-10,124
-1% -$376K 0.09% 227
2023
Q1 		$38.1M Buy
1,020,293
+7,979
+0.8% +$303K 0.1% 194
2022
Q4 		$38M Buy
+1,012,314
New +$37.6M 0.14% 170

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 $1.55T AUM 33.47% 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
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Corient Private Wealth's DIVB Position: Q2 2026 in Review

Corient Private Wealth increased its iShares Core Dividend ETF (DIVB) stake by 1,783% in Q2 2026, buying an estimated $20.3M and bringing the position to 365,095 shares worth $22.5M. The position accounts for 0.03% of the portfolio, ranked #385.

Corient Private Wealth first reported a position in DIVB in Q4 2022 and has held it in 15 quarters since. The position peaked at $38.6M in Q2 2023. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Corient Private Wealth held 365,095 shares of iShares Core Dividend ETF worth $22.5M as of Q2 2026.
  • Corient Private Wealth bought 345,707 iShares Core Dividend ETF shares in Q2 2026, an estimated $20.3M.
  • iShares Core Dividend ETF made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #385 holding.
  • Corient Private Wealth first reported a position in iShares Core Dividend ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares Core Dividend ETF position peaked at $38.6M in Q2 2023.
  • 169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.