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Cornerstone Planning Group’s iShares Core Dividend ETF DIVB Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-244
Closed -$12.7K – 1749
2025
Q3 		$12.7K Buy
+244
New +$12.5K ﹤0.01% 706

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 $1.37T AUM 24.88% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Cornerstone Planning Group's DIVB Position: Q4 2025 in Review

Cornerstone Planning Group sold out of iShares Core Dividend ETF (DIVB) in Q4 2025, closing a stake of 244 shares — an estimated $12.7K sold.

Cornerstone Planning Group first reported a position in DIVB in Q3 2025 and held it in 1 quarter. The position peaked at $12.7K in Q3 2025. 148 funds tracked by Wall St. Rank hold DIVB as of Q4 2025.

  • Cornerstone Planning Group reported no remaining iShares Core Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 244 iShares Core Dividend ETF shares in Q4 2025, an estimated $12.7K.
  • Cornerstone Planning Group first reported a position in iShares Core Dividend ETF in Q3 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's iShares Core Dividend ETF position peaked at $12.7K in Q3 2025.
  • 148 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.