IAG Wealth Partners’s iShares Core Dividend ETF DIVB Stock Holding History

IAG Wealth Partners’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 Q1	$28.2M	Sell	522,211 -3,784	-0.7%	-$208K	3.14%	7
2025 Q4	$28M	Buy	525,995 +8,626	+2%	+$452K	3.24%	7
2025 Q3	$27M	Buy	517,369 +4,412	+0.9%	+$226K	3.25%	8
2025 Q2	$25.8M	Buy	+512,957	New	+$24.4M	3.42%	7
2021 Q3	–	Sell	-51	Closed	-$3K	–	392
2021 Q2	$3K	Buy	+51	New	+$1.98K	﹤0.01%	332

Other funds holding DIVB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

IAG Wealth Partners's DIVB Position: Q1 2026 in Review

IAG Wealth Partners reduced its iShares Core Dividend ETF (DIVB) stake by 0.72% in Q1 2026, selling an estimated $208K and leaving 522,211 shares worth $28.2M. The position accounts for 3.14% of the portfolio, ranked #7.

IAG Wealth Partners first reported a position in DIVB in Q2 2021 and has held it in 5 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

IAG Wealth Partners held 522,211 shares of iShares Core Dividend ETF worth $28.2M as of Q1 2026.
IAG Wealth Partners sold 3,784 iShares Core Dividend ETF shares in Q1 2026, an estimated $208K.
iShares Core Dividend ETF made up 3.14% of IAG Wealth Partners's portfolio in Q1 2026, its #7 holding.
IAG Wealth Partners first reported a position in iShares Core Dividend ETF in Q2 2021 and has held it in 5 quarters since.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.