GC Wealth Management RIA’s iShares Core Dividend ETF DIVB Stock Holding History

GC Wealth Management RIA’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	–	Sell	-3,854	Closed	-$208K	–	508
2026 Q1	$208K	Buy	+3,854	New	+$212K	0.01%	494

Other funds holding DIVB

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Welch Financial Planning Boulder, Colorado $172M AUM

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GC Wealth Management RIA's DIVB Position: Q2 2026 in Review

GC Wealth Management RIA sold out of iShares Core Dividend ETF (DIVB) in Q2 2026, closing a stake of 3,854 shares — an estimated $208K sold.

GC Wealth Management RIA first reported a position in DIVB in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 23 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

GC Wealth Management RIA reported no remaining iShares Core Dividend ETF position as of Q2 2026 after selling out during the quarter.
GC Wealth Management RIA sold 3,854 iShares Core Dividend ETF shares in Q2 2026, an estimated $208K.
GC Wealth Management RIA first reported a position in iShares Core Dividend ETF in Q1 2026 and held it in 1 quarter.
GC Wealth Management RIA's iShares Core Dividend ETF position peaked at $208K in Q1 2026.
23 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.