Crux Wealth Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,949
Closed -$531K 171
2025
Q1
$531K Buy
10,949
+271
+3% +$13.1K 0.28% 102
2024
Q4
$506K Buy
+10,678
New +$506K 0.28% 92