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GeoWealth Management’s iShares Core Dividend ETF DIVB Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-424
Closed -$20.1K – 1249
2024
Q4 		$20.1K Buy
+424
New +$20.8K ﹤0.01% 1376

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

GeoWealth Management's DIVB Position: Q1 2025 in Review

GeoWealth Management sold out of iShares Core Dividend ETF (DIVB) in Q1 2025, closing a stake of 424 shares — an estimated $20.1K sold.

GeoWealth Management first reported a position in DIVB in Q4 2024 and held it in 1 quarter. The position peaked at $20.1K in Q4 2024. 123 funds tracked by Wall St. Rank hold DIVB as of Q1 2025.

  • GeoWealth Management reported no remaining iShares Core Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 424 iShares Core Dividend ETF shares in Q1 2025, an estimated $20.1K.
  • GeoWealth Management first reported a position in iShares Core Dividend ETF in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's iShares Core Dividend ETF position peaked at $20.1K in Q4 2024.
  • 123 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.