Galvin Gaustad & Stein
DIVB icon

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
Q3 		$2.56M Sell
39,648
-1,415
-3% -$94K 0.19% 89
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% +$9.7K 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

Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return
Legacy Wealth Partners (Colorado)
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
Absolute Capital Management
Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Galvin Gaustad & Stein's DIVB Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its iShares Core Dividend ETF (DIVB) stake by 3.4% in Q3 2026, selling an estimated $94K and leaving 39,648 shares worth $2.56M. The position accounts for 0.19% of the portfolio, ranked #89.

Galvin Gaustad & Stein first reported a position in DIVB in Q4 2022 and has held it in 16 quarters since. 55 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

  • Galvin Gaustad & Stein held 39,648 shares of iShares Core Dividend ETF worth $2.56M as of Q3 2026.
  • Galvin Gaustad & Stein sold 1,415 iShares Core Dividend ETF shares in Q3 2026, an estimated $94K.
  • iShares Core Dividend ETF made up 0.19% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #89 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Core Dividend ETF in Q4 2022 and has held it in 16 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.