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IFS Group’s iShares Core Dividend ETF DIVB Stock Holding History

IFS 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 		– Sell
-5,957
Closed -$321K – 99
2026
Q1 		$321K Buy
+5,957
New +$327K 0.29% 96
2025
Q3 		$307K Buy
+5,877
New +$301K 0.27% 99

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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

IFS Group's DIVB Position: Q2 2026 in Review

IFS Group sold out of iShares Core Dividend ETF (DIVB) in Q2 2026, closing a stake of 5,957 shares — an estimated $321K sold.

IFS Group first reported a position in DIVB in Q3 2025 and held it in 2 quarters. The position peaked at $321K in Q1 2026. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • IFS Group reported no remaining iShares Core Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • IFS Group sold 5,957 iShares Core Dividend ETF shares in Q2 2026, an estimated $321K.
  • IFS Group first reported a position in iShares Core Dividend ETF in Q3 2025 and held it in 2 quarters.
  • IFS Group's iShares Core Dividend ETF position peaked at $321K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.