Cresset Asset Management’s iShares Core Dividend ETF DIVB Stock Holding History

Cresset Asset Management’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	$11.1M	Buy	180,353 +4,805	+3%	+$282K	0.04%	264
2026 Q1	$9.47M	Buy	175,548 +280	+0.2%	+$15.4K	0.04%	265
2025 Q4	$9.32M	Buy	+175,268	New	+$9.19M	0.04%	265

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

Cresset Asset Management's DIVB Position: Q2 2026 in Review

Cresset Asset Management increased its iShares Core Dividend ETF (DIVB) stake by 2.7% in Q2 2026, buying an estimated $282K and bringing the position to 180,353 shares worth $11.1M. The position accounts for 0.04% of the portfolio, ranked #264.

Cresset Asset Management first reported a position in DIVB in Q4 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Cresset Asset Management held 180,353 shares of iShares Core Dividend ETF worth $11.1M as of Q2 2026.
Cresset Asset Management bought 4,805 iShares Core Dividend ETF shares in Q2 2026, an estimated $282K.
iShares Core Dividend ETF made up 0.04% of Cresset Asset Management's portfolio in Q2 2026, its #264 holding.
Cresset Asset Management first reported a position in iShares Core Dividend ETF in Q4 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 Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.