Foundations Investment Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

Foundations Investment 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	$1.32M	Buy	21,371 +7,007	+49%	+$411K	0.01%	507
2026 Q1	$775K	Sell	14,364 -6,007	-29%	-$330K	0.01%	592
2025 Q4	$1.08M	Buy	20,371 +978	+5%	+$51.3K	0.01%	493
2025 Q3	$1.01M	Buy	19,393 +6,892	+55%	+$353K	0.01%	467
2025 Q2	$629K	Buy	+12,501	New	+$595K	0.01%	535

Other funds holding DIVB

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

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 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

Foundations Investment Advisors's DIVB Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Core Dividend ETF (DIVB) stake by 49% in Q2 2026, buying an estimated $411K and bringing the position to 21,371 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #507.

Foundations Investment Advisors first reported a position in DIVB in Q2 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Foundations Investment Advisors held 21,371 shares of iShares Core Dividend ETF worth $1.32M as of Q2 2026.
Foundations Investment Advisors bought 7,007 iShares Core Dividend ETF shares in Q2 2026, an estimated $411K.
iShares Core Dividend ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #507 holding.
Foundations Investment Advisors first reported a position in iShares Core Dividend ETF in Q2 2025 and has held it in 5 quarters since.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.