Great Valley Advisor Group’s iShares Core Dividend ETF DIVB Stock Holding History

Great Valley Advisor Group’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	$5.21M	Buy	84,559 +13,470	+19%	+$791K	0.08%	215
2026 Q1	$3.83M	Buy	71,089 +42,887	+152%	+$2.36M	0.07%	246
2025 Q4	$1.5M	Sell	28,202 -9,172	-25%	-$481K	0.03%	405
2025 Q3	$1.95M	Buy	37,374 +496	+1%	+$25.4K	0.04%	346
2025 Q2	$1.86M	Buy	36,878 +30,229	+455%	+$1.44M	0.04%	328
2025 Q1	$322K	Buy	+6,649	New	+$326K	0.01%	703

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

Great Valley Advisor Group's DIVB Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares Core Dividend ETF (DIVB) stake by 19% in Q2 2026, buying an estimated $791K and bringing the position to 84,559 shares worth $5.21M. The position accounts for 0.08% of the portfolio, ranked #215.

Great Valley Advisor Group 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.

Great Valley Advisor Group held 84,559 shares of iShares Core Dividend ETF worth $5.21M as of Q2 2026.
Great Valley Advisor Group bought 13,470 iShares Core Dividend ETF shares in Q2 2026, an estimated $791K.
iShares Core Dividend ETF made up 0.08% of Great Valley Advisor Group's portfolio in Q2 2026, its #215 holding.
Great Valley Advisor Group 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 Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.