IF
DIVB icon

Intrua Financial’s iShares Core Dividend ETF DIVB Stock Holding History

Intrua Financial’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
-6,895
Closed -$327K – 382
2024
Q4 		$327K Sell
6,895
-1,620
-19% -$79.5K 0.05% 266
2024
Q3 		$413K Sell
8,515
-13,455
-61% -$624K 0.06% 257
2024
Q2 		$972K Buy
21,970
+2,185
+11% +$95.4K 0.15% 126
2024
Q1 		$880K Buy
19,785
+2,422
+14% +$102K 0.13% 152
2023
Q4 		$713K Sell
17,363
-1,326
-7% -$50.6K 0.1% 172
2023
Q3 		$696K Hold
18,689
– – 0.12% 151
2023
Q2 		$715K Buy
18,689
+85
+0.5% +$3.16K 0.12% 157
2023
Q1 		$675K Buy
18,604
+4,654
+33% +$177K 0.14% 143
2022
Q4 		$529K Buy
13,950
+257
+2% +$9.55K 0.12% 177
2022
Q3 		$463K Buy
13,693
+320
+2% +$12K 0.12% 174
2022
Q2 		$485K Buy
13,373
+1,846
+16% +$72.1K 0.1% 210
2022
Q1 		$481K Buy
11,527
+884
+8% +$36.8K 0.09% 234
2021
Q4 		$455K Buy
+10,643
New +$441K 0.08% 231

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 $857M 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 $2.64B AUM 16.75% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

Intrua Financial's DIVB Position: Q1 2025 in Review

Intrua Financial sold out of iShares Core Dividend ETF (DIVB) in Q1 2025, closing a stake of 6,895 shares — an estimated $327K sold.

Intrua Financial first reported a position in DIVB in Q4 2021 and held it in 13 quarters. The position peaked at $972K in Q2 2024. 123 funds tracked by Wall St. Rank hold DIVB as of Q1 2025.

  • Intrua Financial reported no remaining iShares Core Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Intrua Financial sold 6,895 iShares Core Dividend ETF shares in Q1 2025, an estimated $327K.
  • Intrua Financial first reported a position in iShares Core Dividend ETF in Q4 2021 and held it in 13 quarters.
  • Intrua Financial's iShares Core Dividend ETF position peaked at $972K in Q2 2024.
  • 123 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2025.

Based on Intrua Financial's 13F filing for Q1 2025, filed 28 May 2025.