IMA Advisory Services’s iShares Core Dividend ETF DIVB Stock Holding History

IMA Advisory Services’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
2025 Q3	–	Sell	-95	Closed	-$4.78K	–	554
2025 Q2	$4.78K	Hold	95	–	–	﹤0.01%	324
2025 Q1	$4.61K	Buy	+95	New	+$4.66K	﹤0.01%	324

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SBH

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

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 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

IMA Advisory Services's DIVB Position: Q3 2025 in Review

IMA Advisory Services sold out of iShares Core Dividend ETF (DIVB) in Q3 2025, closing a stake of 95 shares — an estimated $4.78K sold.

IMA Advisory Services first reported a position in DIVB in Q1 2025 and held it in 2 quarters. The position peaked at $4.78K in Q2 2025. 140 funds tracked by Wall St. Rank hold DIVB as of Q3 2025.

IMA Advisory Services reported no remaining iShares Core Dividend ETF position as of Q3 2025 after selling out during the quarter.
IMA Advisory Services sold 95 iShares Core Dividend ETF shares in Q3 2025, an estimated $4.78K.
IMA Advisory Services first reported a position in iShares Core Dividend ETF in Q1 2025 and held it in 2 quarters.
IMA Advisory Services's iShares Core Dividend ETF position peaked at $4.78K in Q2 2025.
140 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2025.

Based on IMA Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.