Independent Financial Group’s iShares Core Dividend ETF DIVB Stock Holding History

Independent Financial 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	$3.82M	Sell	62,087 -2,505	-4%	-$147K	0.07%	272
2026 Q1	$3.48M	Buy	64,592 +2,751	+4%	+$151K	0.08%	255
2025 Q4	$3.29M	Buy	61,841 +3,531	+6%	+$185K	0.07%	259
2025 Q3	$3.05M	Buy	58,310 +3,463	+6%	+$177K	0.07%	265
2025 Q2	$2.76M	Sell	54,847 -720	-1%	-$34.3K	0.08%	258
2025 Q1	$2.7M	Buy	55,567 +788	+1%	+$38.6K	0.09%	220
2024 Q4	$2.6M	Buy	54,779 +1,120	+2%	+$55K	0.09%	229
2024 Q3	$2.6M	Buy	53,659 +4,000	+8%	+$186K	0.1%	220
2024 Q2	$2.2M	Buy	49,659 +4,767	+11%	+$208K	0.09%	219
2024 Q1	$2M	Buy	44,892 +3,659	+9%	+$154K	0.09%	222
2023 Q4	$1.69M	Buy	41,233 +4,614	+13%	+$176K	0.09%	235
2023 Q3	$1.36M	Buy	36,619 +4,687	+15%	+$182K	0.09%	248
2023 Q2	$1.22M	Buy	+31,932	New	+$1.19M	0.08%	266

Other funds holding DIVB

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

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 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

Independent Financial Group's DIVB Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Core Dividend ETF (DIVB) stake by 3.9% in Q2 2026, selling an estimated $147K and leaving 62,087 shares worth $3.82M. The position accounts for 0.07% of the portfolio, ranked #272.

Independent Financial Group first reported a position in DIVB in Q2 2023 and has held it in 13 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Independent Financial Group held 62,087 shares of iShares Core Dividend ETF worth $3.82M as of Q2 2026.
Independent Financial Group sold 2,505 iShares Core Dividend ETF shares in Q2 2026, an estimated $147K.
iShares Core Dividend ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #272 holding.
Independent Financial Group first reported a position in iShares Core Dividend ETF in Q2 2023 and has held it in 13 quarters since.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.