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Integrated Advisors Network’s iShares Core Dividend ETF DIVB Stock Holding History

Integrated Advisors Network’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
2022
Q3 		– Sell
-17,192
Closed -$624K – 655
2022
Q2 		$624K Sell
17,192
-1,000
-5% -$39.1K 0.04% 369
2022
Q1 		$759K Buy
+18,192
New +$757K 0.04% 356

Other funds holding DIVB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return

Integrated Advisors Network's DIVB Position: Q3 2022 in Review

Integrated Advisors Network sold out of iShares Core Dividend ETF (DIVB) in Q3 2022, closing a stake of 17,192 shares — an estimated $624K sold.

Integrated Advisors Network first reported a position in DIVB in Q1 2022 and held it in 2 quarters. The position peaked at $759K in Q1 2022. 56 funds tracked by Wall St. Rank hold DIVB as of Q3 2022.

  • Integrated Advisors Network reported no remaining iShares Core Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Integrated Advisors Network sold 17,192 iShares Core Dividend ETF shares in Q3 2022, an estimated $624K.
  • Integrated Advisors Network first reported a position in iShares Core Dividend ETF in Q1 2022 and held it in 2 quarters.
  • Integrated Advisors Network's iShares Core Dividend ETF position peaked at $759K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2022.

Based on Integrated Advisors Network's 13F filing for Q3 2022, filed 8 Nov 2022.