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Farther Finance Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

Farther Finance 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
2026
Q2 		$8.4M Sell
136,359
-34,423
-20% -$2.02M 0.07% 260
2026
Q1 		$9.19M Sell
170,782
-73,232
-30% -$4.02M 0.09% 206
2025
Q4 		$13M Buy
244,014
+240,599
+7,045% +$12.6M 0.14% 134
2025
Q3 		$178K Hold
3,415
– – ﹤0.01% 1668
2025
Q2 		$172K Buy
+3,415
New +$162K ﹤0.01% 1470

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

Farther Finance Advisors's DIVB Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Core Dividend ETF (DIVB) stake by 20% in Q2 2026, selling an estimated $2.02M and leaving 136,359 shares worth $8.4M. The position accounts for 0.07% of the portfolio, ranked #260.

Farther Finance Advisors first reported a position in DIVB in Q2 2025 and has held it in 5 quarters since. The position peaked at $13M in Q4 2025. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Farther Finance Advisors held 136,359 shares of iShares Core Dividend ETF worth $8.4M as of Q2 2026.
  • Farther Finance Advisors sold 34,423 iShares Core Dividend ETF shares in Q2 2026, an estimated $2.02M.
  • iShares Core Dividend ETF made up 0.07% of Farther Finance Advisors's portfolio in Q2 2026, its #260 holding.
  • Farther Finance Advisors first reported a position in iShares Core Dividend ETF in Q2 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's iShares Core Dividend ETF position peaked at $13M in Q4 2025.
  • 169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.