Green Ridge Wealth Planning’s iShares Core Dividend ETF DIVB Stock Holding History

Green Ridge Wealth Planning’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	-4,000	Closed	-$216K	–	96
2026 Q1	$216K	Sell	4,000 -900	-18%	-$49.4K	0.11%	76
2025 Q4	$260K	Buy	+4,900	New	+$257K	0.13%	68

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 $77.5B AUM 27.94% 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

Green Ridge Wealth Planning's DIVB Position: Q2 2026 in Review

Green Ridge Wealth Planning sold out of iShares Core Dividend ETF (DIVB) in Q2 2026, closing a stake of 4,000 shares — an estimated $216K sold.

Green Ridge Wealth Planning first reported a position in DIVB in Q4 2025 and held it in 2 quarters. The position peaked at $260K in Q4 2025. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Green Ridge Wealth Planning reported no remaining iShares Core Dividend ETF position as of Q2 2026 after selling out during the quarter.
Green Ridge Wealth Planning sold 4,000 iShares Core Dividend ETF shares in Q2 2026, an estimated $216K.
Green Ridge Wealth Planning first reported a position in iShares Core Dividend ETF in Q4 2025 and held it in 2 quarters.
Green Ridge Wealth Planning's iShares Core Dividend ETF position peaked at $260K in Q4 2025.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.