Galvin Gaustad & Stein’s iShares Core Dividend ETF DIVB Stock Holding History

Galvin Gaustad & Stein’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	$2.53M	Buy	41,063 +1,509	+4%	+$88.6K	0.19%	91
2026 Q1	$2.13M	Buy	39,554 +188	+0.5%	+$10.3K	0.17%	90
2025 Q4	$2.09M	Sell	39,366 -3,184	-7%	-$167K	0.16%	89
2025 Q3	$2.22M	Buy	42,550 +189	+0.4%	+$9.69K	0.18%	77
2025 Q2	$2.13M	Sell	42,361 -426	-1%	-$20.3K	0.18%	78
2025 Q1	$2.08M	Buy	42,787 +6,435	+18%	+$315K	0.19%	72
2024 Q4	$1.72M	Buy	36,352 +1,090	+3%	+$53.5K	0.15%	78
2024 Q3	$1.71M	Buy	35,262 +7,039	+25%	+$327K	0.15%	78
2024 Q2	$1.25M	Buy	28,223 +159	+0.6%	+$6.94K	0.12%	82
2024 Q1	$1.25M	Buy	28,064 +4,239	+18%	+$178K	0.12%	83
2023 Q4	$978K	Buy	23,825 +1,927	+9%	+$73.5K	0.09%	91
2023 Q3	$815K	Hold	21,898	–	–	0.08%	93
2023 Q2	$838K	Buy	21,898 +1,652	+8%	+$61.3K	0.08%	97
2023 Q1	$756K	Buy	20,246 +7,673	+61%	+$292K	0.07%	100
2022 Q4	$472K	Buy	+12,573	New	+$467K	0.05%	117

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

Galvin Gaustad & Stein's DIVB Position: Q2 2026 in Review

Galvin Gaustad & Stein increased its iShares Core Dividend ETF (DIVB) stake by 3.8% in Q2 2026, buying an estimated $88.6K and bringing the position to 41,063 shares worth $2.53M. The position accounts for 0.19% of the portfolio, ranked #91.

Galvin Gaustad & Stein first reported a position in DIVB in Q4 2022 and has held it in 15 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Galvin Gaustad & Stein held 41,063 shares of iShares Core Dividend ETF worth $2.53M as of Q2 2026.
Galvin Gaustad & Stein bought 1,509 iShares Core Dividend ETF shares in Q2 2026, an estimated $88.6K.
iShares Core Dividend ETF made up 0.19% of Galvin Gaustad & Stein's portfolio in Q2 2026, its #91 holding.
Galvin Gaustad & Stein first reported a position in iShares Core Dividend ETF in Q4 2022 and has held it in 15 quarters since.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q2 2026, filed 29 Jul 2026.