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

IRON 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
2026 Q3	$1.98M	Buy	30,659 +182	+0.6%	+$12.1K	0.82%	28
2026 Q2	$1.88M	Sell	30,477 -1,772	-5%	-$104K	0.77%	29
2026 Q1	$1.74M	Buy	32,249 +163	+0.5%	+$8.95K	0.76%	29
2025 Q4	$1.71M	Buy	32,086 +6,796	+27%	+$356K	0.78%	27
2025 Q3	$1.32M	Buy	25,290 +7,743	+44%	+$397K	0.63%	29
2025 Q2	$883K	Buy	+17,547	New	+$835K	0.46%	40

Other funds holding DIVB

San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

IRON Financial's DIVB Position: Q3 2026 in Review

IRON Financial increased its iShares Core Dividend ETF (DIVB) stake by 0.6% in Q3 2026, buying an estimated $12.1K and bringing the position to 30,659 shares worth $1.98M. The position accounts for 0.82% of the portfolio, ranked #28.

IRON Financial first reported a position in DIVB in Q2 2025 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

IRON Financial held 30,659 shares of iShares Core Dividend ETF worth $1.98M as of Q3 2026.
IRON Financial bought 182 iShares Core Dividend ETF shares in Q3 2026, an estimated $12.1K.
iShares Core Dividend ETF made up 0.82% of IRON Financial's portfolio in Q3 2026, its #28 holding.
IRON Financial first reported a position in iShares Core Dividend ETF in Q2 2025 and has held it in 6 quarters since.
87 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.