GIA
DIVB icon

Gladstone Institutional Advisory’s iShares Core Dividend ETF DIVB Stock Holding History

Gladstone Institutional Advisory’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 		$1.23M Buy
19,921
+1,793
+10% +$105K 0.04% 377
2026
Q1 		$978K Buy
18,128
+2,461
+16% +$135K 0.04% 376
2025
Q4 		$833K Buy
15,667
+2,036
+15% +$107K 0.03% 406
2025
Q3 		$712K Buy
13,631
+299
+2% +$15.3K 0.03% 433
2025
Q2 		$671K Buy
13,332
+6,651
+100% +$316K 0.03% 424
2025
Q1 		$324K Buy
+6,681
New +$327K 0.02% 567

Other funds holding DIVB

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
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
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Gladstone Institutional Advisory's DIVB Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares Core Dividend ETF (DIVB) stake by 9.9% in Q2 2026, buying an estimated $105K and bringing the position to 19,921 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #377.

Gladstone Institutional Advisory first reported a position in DIVB in Q1 2025 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Gladstone Institutional Advisory held 19,921 shares of iShares Core Dividend ETF worth $1.23M as of Q2 2026.
  • Gladstone Institutional Advisory bought 1,793 iShares Core Dividend ETF shares in Q2 2026, an estimated $105K.
  • iShares Core Dividend ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #377 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Core Dividend ETF in Q1 2025 and has held it in 6 quarters since.
  • 51 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.