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Financial Advocates Investment Management’s iShares Core Dividend ETF DIVB Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-68,694
Closed -$3.46M – 199
2025
Q2 		$3.46M Sell
68,694
-9,477
-12% -$451K 0.28% 79
2025
Q1 		$3.79M Buy
78,171
+63,312
+426% +$3.1M 0.27% 82
2024
Q4 		$704K Buy
14,859
+336
+2% +$16.5K 0.04% 375
2024
Q3 		$704K Sell
14,523
-13,310
-48% -$617K 0.04% 378
2024
Q2 		$1.23M Buy
27,833
+21,012
+308% +$917K 0.08% 246
2024
Q1 		$304K Sell
6,821
-308
-4% -$13K 0.02% 590
2023
Q4 		$293K Buy
7,129
+418
+6% +$15.9K 0.02% 562
2023
Q3 		$250K Sell
6,711
-525
-7% -$20.3K 0.02% 581
2023
Q2 		$277K Sell
7,236
-4,595
-39% -$171K 0.02% 543
2023
Q1 		$442K Sell
11,831
-5,372
-31% -$204K 0.03% 454
2022
Q4 		$645K Sell
17,203
-39,692
-70% -$1.48M 0.05% 391
2022
Q3 		$1.92M Buy
56,895
+11,463
+25% +$431K 0.16% 153
2022
Q2 		$1.65M Buy
+45,432
New +$1.78M 0.13% 190

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 $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
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

Financial Advocates Investment Management's DIVB Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Core Dividend ETF (DIVB) in Q3 2025, closing a stake of 68,694 shares — an estimated $3.46M sold.

Financial Advocates Investment Management first reported a position in DIVB in Q2 2022 and held it in 13 quarters. The position peaked at $3.79M in Q1 2025. 140 funds tracked by Wall St. Rank hold DIVB as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Core Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 68,694 iShares Core Dividend ETF shares in Q3 2025, an estimated $3.46M.
  • Financial Advocates Investment Management first reported a position in iShares Core Dividend ETF in Q2 2022 and held it in 13 quarters.
  • Financial Advocates Investment Management's iShares Core Dividend ETF position peaked at $3.79M in Q1 2025.
  • 140 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.