Creative Planning’s iShares Core Dividend ETF DIVB Stock Holding History

Creative Planning’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	$367K	Buy	5,965 +1,141	+24%	+$67K	﹤0.01%	3420
2026 Q1	$260K	Buy	+4,824	New	+$265K	﹤0.01%	3529
2025 Q4	–	Sell	-4,452	Closed	-$233K	–	3953
2025 Q3	$233K	Buy	+4,452	New	+$228K	﹤0.01%	3352

Other funds holding DIVB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Creative Planning's DIVB Position: Q2 2026 in Review

Creative Planning increased its iShares Core Dividend ETF (DIVB) stake by 24% in Q2 2026, buying an estimated $67K and bringing the position to 5,965 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #3420.

Creative Planning first reported a position in DIVB in Q3 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Creative Planning held 5,965 shares of iShares Core Dividend ETF worth $367K as of Q2 2026.
Creative Planning bought 1,141 iShares Core Dividend ETF shares in Q2 2026, an estimated $67K.
iShares Core Dividend ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3420 holding.
Creative Planning first reported a position in iShares Core Dividend ETF in Q3 2025 and has held it in 3 quarters since.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.