FIA
DIVB icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 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
Cetera Investment Advisers
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
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
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

Foundations Investment Advisors's DIVB Position: Q1 2026 in Review

Foundations Investment Advisors reduced its iShares Core Dividend ETF (DIVB) stake by 29% in Q1 2026, selling an estimated $330K and leaving 14,364 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #592.

Foundations Investment Advisors first reported a position in DIVB in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q4 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

  • Foundations Investment Advisors held 14,364 shares of iShares Core Dividend ETF worth $775K as of Q1 2026.
  • Foundations Investment Advisors sold 6,007 iShares Core Dividend ETF shares in Q1 2026, an estimated $330K.
  • iShares Core Dividend ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #592 holding.
  • Foundations Investment Advisors first reported a position in iShares Core Dividend ETF in Q2 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's iShares Core Dividend ETF position peaked at $1.08M in Q4 2025.
  • 155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.