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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
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
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

Cresset Asset Management's DIVB Position: Q1 2026 in Review

Cresset Asset Management increased its iShares Core Dividend ETF (DIVB) stake by 0.16% in Q1 2026, buying an estimated $15.4K and bringing the position to 175,548 shares worth $9.47M. The position accounts for 0.04% of the portfolio, ranked #265.

Cresset Asset Management first reported a position in DIVB in Q4 2025 and has held it in 2 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

  • Cresset Asset Management held 175,548 shares of iShares Core Dividend ETF worth $9.47M as of Q1 2026.
  • Cresset Asset Management bought 280 iShares Core Dividend ETF shares in Q1 2026, an estimated $15.4K.
  • iShares Core Dividend ETF made up 0.04% of Cresset Asset Management's portfolio in Q1 2026, its #265 holding.
  • Cresset Asset Management first reported a position in iShares Core Dividend ETF in Q4 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 Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.