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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
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

CreativeOne Wealth's DIVB Position: Q1 2026 in Review

CreativeOne Wealth increased its iShares Core Dividend ETF (DIVB) stake by 5.6% in Q1 2026, buying an estimated $54.7K and bringing the position to 18,888 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #573.

CreativeOne Wealth first reported a position in DIVB in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.11M in Q1 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

  • CreativeOne Wealth held 18,888 shares of iShares Core Dividend ETF worth $1.02M as of Q1 2026.
  • CreativeOne Wealth bought 996 iShares Core Dividend ETF shares in Q1 2026, an estimated $54.7K.
  • iShares Core Dividend ETF made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #573 holding.
  • CreativeOne Wealth first reported a position in iShares Core Dividend ETF in Q2 2022 and has held it in 9 quarters since.
  • CreativeOne Wealth's iShares Core Dividend ETF position peaked at $1.11M in Q1 2025.
  • 155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

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