Dynamic Advisor Solutions’s iShares Core Dividend ETF DIVB Stock Holding History

Dynamic Advisor Solutions’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 Q3	$590K	Buy	9,139 +1,759	+24%	+$117K	0.02%	612
2026 Q2	$455K	Buy	7,380 +433	+6%	+$25.4K	0.01%	711
2026 Q1	$375K	Buy	6,947 +487	+8%	+$26.7K	0.01%	731
2025 Q4	$343K	Buy	+6,460	New	+$339K	0.01%	734
2022 Q4	–	Sell	-7,750	Closed	-$262K	–	731
2022 Q3	$262K	Sell	7,750 -4,365	-36%	-$164K	0.02%	559
2022 Q2	$439K	Sell	12,115 -1,370	-10%	-$53.5K	0.03%	432
2022 Q1	$563K	Sell	13,485 -630	-4%	-$26.2K	0.04%	413
2021 Q4	$604K	Buy	14,115 +1,790	+15%	+$74.1K	0.04%	382
2021 Q3	$483K	Buy	+12,325	New	+$495K	0.04%	455

Other funds holding DIVB

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

ACM

Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Dynamic Advisor Solutions's DIVB Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its iShares Core Dividend ETF (DIVB) stake by 24% in Q3 2026, buying an estimated $117K and bringing the position to 9,139 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #612.

Dynamic Advisor Solutions first reported a position in DIVB in Q3 2021 and has held it in 9 quarters since. The position peaked at $604K in Q4 2021. 34 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

Dynamic Advisor Solutions held 9,139 shares of iShares Core Dividend ETF worth $590K as of Q3 2026.
Dynamic Advisor Solutions bought 1,759 iShares Core Dividend ETF shares in Q3 2026, an estimated $117K.
iShares Core Dividend ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #612 holding.
Dynamic Advisor Solutions first reported a position in iShares Core Dividend ETF in Q3 2021 and has held it in 9 quarters since.
Dynamic Advisor Solutions's iShares Core Dividend ETF position peaked at $604K in Q4 2021.
34 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.