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

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

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. 169 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.
169 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.