Integrated Wealth Concepts’s iShares Core Dividend ETF DIVB Stock Holding History

Integrated Wealth Concepts’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	$771K	Sell	12,510 -531	-4%	-$31.2K	0.01%	1385
2026 Q1	$704K	Buy	13,041 +8,178	+168%	+$449K	0.01%	1326
2025 Q4	$258K	Sell	4,863 -8,366	-63%	-$439K	﹤0.01%	1383
2025 Q3	$691K	Sell	13,229 -1,478	-10%	-$75.7K	0.01%	1174
2025 Q2	$740K	Buy	14,707 +1,012	+7%	+$48.1K	0.01%	1065
2025 Q1	$664K	Buy	13,695 +514	+4%	+$25.2K	0.01%	1021
2024 Q4	$625K	Buy	13,181 +6,818	+107%	+$335K	0.01%	1028
2024 Q3	$308K	Buy	6,363 +425	+7%	+$19.7K	﹤0.01%	1320
2024 Q2	$263K	Buy	5,938 +15	+0.3%	+$655	﹤0.01%	1385
2024 Q1	$264K	Hold	5,923	–	–	﹤0.01%	1389
2023 Q4	$243K	Hold	5,923	–	–	﹤0.01%	1367
2023 Q3	$221K	Hold	5,923	–	–	﹤0.01%	1372
2023 Q2	$227K	Hold	5,923	–	–	﹤0.01%	1360
2023 Q1	$221K	Buy	+5,923	New	+$225K	﹤0.01%	1186

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

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return

Integrated Wealth Concepts's DIVB Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its iShares Core Dividend ETF (DIVB) stake by 4.1% in Q2 2026, selling an estimated $31.2K and leaving 12,510 shares worth $771K. The position accounts for 0.01% of the portfolio, ranked #1385.

Integrated Wealth Concepts first reported a position in DIVB in Q1 2023 and has held it in 14 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Integrated Wealth Concepts held 12,510 shares of iShares Core Dividend ETF worth $771K as of Q2 2026.
Integrated Wealth Concepts sold 531 iShares Core Dividend ETF shares in Q2 2026, an estimated $31.2K.
iShares Core Dividend ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1385 holding.
Integrated Wealth Concepts first reported a position in iShares Core Dividend ETF in Q1 2023 and has held it in 14 quarters since.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.