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 Q1	$1.05M	Sell	19,388 -799,946	-98%	-$43.9M	﹤0.01%	1641
2025 Q4	$43.9M	Buy	819,334 +388,361	+90%	+$20.4M	0.03%	392
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 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

Corient Private Wealth's DIVB Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Core Dividend ETF (DIVB) stake by 98% in Q1 2026, selling an estimated $43.9M and leaving 19,388 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Corient Private Wealth first reported a position in DIVB in Q4 2022 and has held it in 14 quarters since. The position peaked at $43.9M in Q4 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

Corient Private Wealth held 19,388 shares of iShares Core Dividend ETF worth $1.05M as of Q1 2026.
Corient Private Wealth sold 799,946 iShares Core Dividend ETF shares in Q1 2026, an estimated $43.9M.
iShares Core Dividend ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1641 holding.
Corient Private Wealth first reported a position in iShares Core Dividend ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's iShares Core Dividend ETF position peaked at $43.9M in Q4 2025.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.