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 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 $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

Creative Planning's DIVB Position: Q1 2026 in Review

Creative Planning opened a new position in iShares Core Dividend ETF (DIVB) in Q1 2026: 4,824 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #3529 among its holdings. This is a return to the name: Creative Planning previously reported a position in DIVB as recently as Q3 2025.

Creative Planning first reported a position in DIVB in Q3 2025 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

Creative Planning held 4,824 shares of iShares Core Dividend ETF worth $260K as of Q1 2026.
iShares Core Dividend ETF was a new Creative Planning position in Q1 2026.
iShares Core Dividend ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3529 holding.
Creative Planning first reported a position in iShares Core Dividend ETF in Q3 2025 and has held it in 2 quarters since.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.