Foguth Wealth Management’s iShares Core Dividend ETF DIVB Stock Holding History

Foguth Wealth 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 Q1	$19.5M	Sell	315,645 -188,600	-37%	-$10.4M	2.27%	11
2025 Q4	$27M	Buy	+504,245	New	+$26.4M	4.18%	2
2025 Q2	$25.9M	Sell	514,163 -129,857	-20%	-$6.18M	5.54%	3
2025 Q1	$31.2M	Buy	644,020 +165,317	+35%	+$8.1M	7.58%	1
2024 Q4	$23.6M	Buy	478,703 +157,256	+49%	+$7.72M	6.19%	2
2024 Q3	$15.5M	Buy	321,447 +116,989	+57%	+$5.43M	5.65%	3
2024 Q2	$9.05M	Buy	204,458 +164,700	+414%	+$7.19M	3.99%	4
2024 Q1	$1.77M	Buy	+39,758	New	+$1.67M	0.95%	28

Other funds holding DIVB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Foguth Wealth Management's DIVB Position: Q1 2026 in Review

Foguth Wealth Management reduced its iShares Core Dividend ETF (DIVB) stake by 37% in Q1 2026, selling an estimated $10.4M and leaving 315,645 shares worth $19.5M. The position accounts for 2.27% of the portfolio, ranked #11.

Foguth Wealth Management first reported a position in DIVB in Q1 2024 and has held it in 8 quarters since. The position peaked at $31.2M in Q1 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

Foguth Wealth Management held 315,645 shares of iShares Core Dividend ETF worth $19.5M as of Q1 2026.
Foguth Wealth Management sold 188,600 iShares Core Dividend ETF shares in Q1 2026, an estimated $10.4M.
iShares Core Dividend ETF made up 2.27% of Foguth Wealth Management's portfolio in Q1 2026, its #11 holding.
Foguth Wealth Management first reported a position in iShares Core Dividend ETF in Q1 2024 and has held it in 8 quarters since.
Foguth Wealth Management's iShares Core Dividend ETF position peaked at $31.2M in Q1 2025.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Foguth Wealth Management's 13F filing for Q1 2026, filed 1 Jun 2026.