IAA
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Independent Advisor Alliance’s iShares Core Dividend ETF DIVB Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-69,683
Closed -$3.3M – 917
2024
Q4 		$3.3M Buy
+69,683
New +$3.42M 0.04% 364

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Corient Private Wealth
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
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
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

Independent Advisor Alliance's DIVB Position: Q1 2025 in Review

Independent Advisor Alliance sold out of iShares Core Dividend ETF (DIVB) in Q1 2025, closing a stake of 69,683 shares — an estimated $3.3M sold.

Independent Advisor Alliance first reported a position in DIVB in Q4 2024 and held it in 1 quarter. The position peaked at $3.3M in Q4 2024. 123 funds tracked by Wall St. Rank hold DIVB as of Q1 2025.

  • Independent Advisor Alliance reported no remaining iShares Core Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 69,683 iShares Core Dividend ETF shares in Q1 2025, an estimated $3.3M.
  • Independent Advisor Alliance first reported a position in iShares Core Dividend ETF in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares Core Dividend ETF position peaked at $3.3M in Q4 2024.
  • 123 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.