IFP Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

IFP Advisors’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 Q3	$21.5K	Buy	334 +31	+10%	+$2.06K	﹤0.01%	2914
2026 Q2	$18.7K	Buy	303 +2	+0.7%	+$117	﹤0.01%	3017
2026 Q1	$16.2K	Buy	301 +265	+736%	+$14.6K	﹤0.01%	2889
2025 Q4	$1.91K	Buy	+36	New	+$1.89K	﹤0.01%	3860
2023 Q1	–	Sell	-200	Closed	-$5K	–	3623
2022 Q4	$5K	Hold	200	–	–	﹤0.01%	3769
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	4011
2022 Q2	$5K	Hold	200	–	–	﹤0.01%	3764
2022 Q1	$5K	Buy	200 +20	+11%	+$832	﹤0.01%	3764
2021 Q4	$8K	Sell	180 -275	-60%	-$11.4K	﹤0.01%	2296
2021 Q3	$18K	Hold	455	–	–	﹤0.01%	2024
2021 Q2	$18K	Buy	+455	New	+$17.6K	﹤0.01%	1973

Other funds holding DIVB

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return

LWPC

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

ACM

Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

IFP Advisors's DIVB Position: Q3 2026 in Review

IFP Advisors increased its iShares Core Dividend ETF (DIVB) stake by 10% in Q3 2026, buying an estimated $2.06K and bringing the position to 334 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2914.

IFP Advisors first reported a position in DIVB in Q2 2021 and has held it in 11 quarters since. 35 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

IFP Advisors held 334 shares of iShares Core Dividend ETF worth $21.5K as of Q3 2026.
IFP Advisors bought 31 iShares Core Dividend ETF shares in Q3 2026, an estimated $2.06K.
iShares Core Dividend ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2914 holding.
IFP Advisors first reported a position in iShares Core Dividend ETF in Q2 2021 and has held it in 11 quarters since.
35 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.