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

Crux Wealth Advisors’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
2025
Q2 		– Sell
-10,949
Closed -$531K – 171
2025
Q1 		$531K Buy
10,949
+271
+3% +$13.3K 0.28% 102
2024
Q4 		$506K Buy
+10,678
New +$524K 0.28% 92

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 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
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Crux Wealth Advisors's DIVB Position: Q2 2025 in Review

Crux Wealth Advisors sold out of iShares Core Dividend ETF (DIVB) in Q2 2025, closing a stake of 10,949 shares — an estimated $531K sold.

Crux Wealth Advisors first reported a position in DIVB in Q4 2024 and held it in 2 quarters. The position peaked at $531K in Q1 2025. 138 funds tracked by Wall St. Rank hold DIVB as of Q2 2025.

  • Crux Wealth Advisors reported no remaining iShares Core Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Crux Wealth Advisors sold 10,949 iShares Core Dividend ETF shares in Q2 2025, an estimated $531K.
  • Crux Wealth Advisors first reported a position in iShares Core Dividend ETF in Q4 2024 and held it in 2 quarters.
  • Crux Wealth Advisors's iShares Core Dividend ETF position peaked at $531K in Q1 2025.
  • 138 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2025.

Based on Crux Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.