HGERS
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Householder Group Estate & Retirement Specialist’s iShares Core Dividend ETF DIVB Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q3 		– Sell
-100
Closed -$4K – 1200
2024
Q2 		$4K Buy
+100
New +$4.37K ﹤0.01% 955

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DIVB Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Core Dividend ETF (DIVB) in Q3 2024, closing a stake of 100 shares — an estimated $4K sold.

Householder Group Estate & Retirement Specialist first reported a position in DIVB in Q2 2024 and held it in 1 quarter. The position peaked at $4K in Q2 2024. 99 funds tracked by Wall St. Rank hold DIVB as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares Core Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 100 iShares Core Dividend ETF shares in Q3 2024, an estimated $4K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Core Dividend ETF in Q2 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's iShares Core Dividend ETF position peaked at $4K in Q2 2024.
  • 99 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.