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 Q3	$24.1M	Sell	350,262 -1,844	-0.5%	-$123K	2.44%	11
2026 Q2	$22.4M	Buy	352,106 +36,461	+12%	+$2.14M	2.55%	8
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

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

KWA

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Foguth Wealth Management's DIVB Position: Q3 2026 in Review

Foguth Wealth Management reduced its iShares Core Dividend ETF (DIVB) stake by 0.52% in Q3 2026, selling an estimated $123K and leaving 350,262 shares worth $24.1M. The position accounts for 2.44% of the portfolio, ranked #11.

Foguth Wealth Management first reported a position in DIVB in Q1 2024 and has held it in 10 quarters since. The position peaked at $31.2M in Q1 2025. 34 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

Foguth Wealth Management held 350,262 shares of iShares Core Dividend ETF worth $24.1M as of Q3 2026.
Foguth Wealth Management sold 1,844 iShares Core Dividend ETF shares in Q3 2026, an estimated $123K.
iShares Core Dividend ETF made up 2.44% of Foguth Wealth Management's portfolio in Q3 2026, its #11 holding.
Foguth Wealth Management first reported a position in iShares Core Dividend ETF in Q1 2024 and has held it in 10 quarters since.
Foguth Wealth Management's iShares Core Dividend ETF position peaked at $31.2M in Q1 2025.
34 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.