CreativeOne Wealth’s iShares Core Dividend ETF DIVB Stock Holding History

CreativeOne 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	$1.23M	Buy	20,018 +1,130	+6%	+$66.4K	0.03%	504
2026 Q1	$1.02M	Buy	18,888 +996	+6%	+$54.7K	0.02%	573
2025 Q4	$951K	Buy	17,892 +315	+2%	+$16.5K	0.02%	571
2025 Q3	$918K	Sell	17,577 -3,260	-16%	-$167K	0.02%	579
2025 Q2	$1.05M	Sell	20,837 -2,124	-9%	-$101K	0.03%	513
2025 Q1	$1.11M	Buy	22,961 +130	+0.6%	+$6.37K	0.03%	446
2024 Q4	$1.08M	Buy	22,831 +5,240	+30%	+$257K	0.03%	442
2024 Q3	$852K	Buy	+17,591	New	+$816K	0.03%	483
2022 Q4	–	Sell	-6,131	Closed	-$207K	–	742
2022 Q3	$207K	Sell	6,131 -95	-2%	-$3.58K	0.01%	659
2022 Q2	$226K	Buy	+6,226	New	+$243K	0.01%	641

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

CreativeOne Wealth's DIVB Position: Q2 2026 in Review

CreativeOne Wealth increased its iShares Core Dividend ETF (DIVB) stake by 6% in Q2 2026, buying an estimated $66.4K and bringing the position to 20,018 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #504.

CreativeOne Wealth first reported a position in DIVB in Q2 2022 and has held it in 10 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

CreativeOne Wealth held 20,018 shares of iShares Core Dividend ETF worth $1.23M as of Q2 2026.
CreativeOne Wealth bought 1,130 iShares Core Dividend ETF shares in Q2 2026, an estimated $66.4K.
iShares Core Dividend ETF made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #504 holding.
CreativeOne Wealth first reported a position in iShares Core Dividend ETF in Q2 2022 and has held it in 10 quarters since.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.