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 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 $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

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

IWP

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

SBH

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

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 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

Integrated Wealth Concepts's DIVB Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares Core Dividend ETF (DIVB) stake by 168% in Q1 2026, buying an estimated $449K and bringing the position to 13,041 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #1326.

Integrated Wealth Concepts first reported a position in DIVB in Q1 2023 and has held it in 13 quarters since. The position peaked at $740K in Q2 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

Integrated Wealth Concepts held 13,041 shares of iShares Core Dividend ETF worth $704K as of Q1 2026.
Integrated Wealth Concepts bought 8,178 iShares Core Dividend ETF shares in Q1 2026, an estimated $449K.
iShares Core Dividend ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1326 holding.
Integrated Wealth Concepts first reported a position in iShares Core Dividend ETF in Q1 2023 and has held it in 13 quarters since.
Integrated Wealth Concepts's iShares Core Dividend ETF position peaked at $740K in Q2 2025.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.