Envestnet Asset Management
DIVB icon

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

Envestnet 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 		$6.54M Buy
106,231
+38,926
+58% +$2.29M ﹤0.01% 2272
2026
Q1 		$3.63M Buy
67,305
+4,618
+7% +$254K ﹤0.01% 2578
2025
Q4 		$3.33M Sell
62,687
-7,141
-10% -$375K ﹤0.01% 2466
2025
Q3 		$3.65M Buy
69,828
+18,638
+36% +$955K ﹤0.01% 2472
2025
Q2 		$2.58M Buy
51,190
+2,792
+6% +$133K ﹤0.01% 2651
2025
Q1 		$2.35M Buy
48,398
+2,089
+5% +$102K ﹤0.01% 2615
2024
Q4 		$2.2M Sell
46,309
-39,931
-46% -$1.96M ﹤0.01% 2633
2024
Q3 		$4.18M Buy
86,240
+13,606
+19% +$631K ﹤0.01% 2215
2024
Q2 		$3.21M Sell
72,634
-5,891
-8% -$257K ﹤0.01% 2323
2024
Q1 		$3.49M Buy
78,525
+13,777
+21% +$579K ﹤0.01% 2225
2023
Q4 		$2.66M Buy
64,748
+12,552
+24% +$479K ﹤0.01% 2289
2023
Q3 		$1.94M Buy
52,196
+30,237
+138% +$1.17M ﹤0.01% 2389
2023
Q2 		$840K Buy
21,959
+735
+3% +$27.3K ﹤0.01% 2866
2023
Q1 		$792K Buy
21,224
+6,796
+47% +$258K ﹤0.01% 2833
2022
Q4 		$541K Buy
+14,428
New +$536K ﹤0.01% 3052

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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

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

Envestnet Asset Management increased its iShares Core Dividend ETF (DIVB) stake by 58% in Q2 2026, buying an estimated $2.29M and bringing the position to 106,231 shares worth $6.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Envestnet Asset Management first reported a position in DIVB in Q4 2022 and has held it in 15 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Envestnet Asset Management held 106,231 shares of iShares Core Dividend ETF worth $6.54M as of Q2 2026.
  • Envestnet Asset Management bought 38,926 iShares Core Dividend ETF shares in Q2 2026, an estimated $2.29M.
  • iShares Core Dividend ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2272 holding.
  • Envestnet Asset Management first reported a position in iShares Core Dividend ETF in Q4 2022 and has held it in 15 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.