Kellett Wealth Advisors
DIVB icon

Kellett Wealth Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

Kellett Wealth Advisors’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 		$2.63M Buy
40,705
+9,254
+29% +$615K 0.96% 18
2026
Q2 		$1.94M Buy
31,451
+1,601
+5% +$94K 0.9% 22
2026
Q1 		$1.61M Sell
29,850
-1,720
-5% -$94.5K 0.87% 22
2025
Q4 		$1.68M Sell
31,570
-707
-2% -$37.1K 0.96% 20
2025
Q3 		$1.69M Buy
32,277
+4,600
+17% +$236K 1.02% 19
2025
Q2 		$1.39M Buy
27,677
+14,910
+117% +$709K 0.91% 20
2025
Q1 		$619K Buy
12,767
+3,000
+31% +$147K 0.43% 31
2024
Q4 		$463K Sell
9,767
-5,150
-35% -$253K 0.32% 33
2024
Q3 		$723K Hold
14,917
– – 0.52% 26
2024
Q2 		$660K Sell
14,917
-8,336
-36% -$364K 0.53% 27
2024
Q1 		$1.03M Buy
23,253
+2,792
+14% +$117K 0.72% 26
2023
Q4 		$840K Buy
20,461
+812
+4% +$31K 0.63% 28
2023
Q3 		$732K Buy
19,649
+800
+4% +$31K 0.63% 21
2023
Q2 		$721K Buy
18,849
+1,304
+7% +$48.4K 0.65% 21
2023
Q1 		$655K Sell
17,545
-1,099
-6% -$41.8K 0.63% 18
2022
Q4 		$699K Buy
18,644
+3
+0% +$112 0.68% 18
2022
Q3 		$692K Sell
18,641
-6,246
-25% -$235K 0.84% 14
2022
Q2 		$903K Buy
24,887
+802
+3% +$31.3K 1.17% 11
2022
Q1 		$1M Buy
24,085
+3,503
+17% +$146K 0.79% 15
2021
Q4 		$880K Buy
+20,582
New +$853K 0.67% 20

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Legacy Wealth Partners (Colorado)
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Kellett Wealth Advisors's DIVB Position: Q3 2026 in Review

Kellett Wealth Advisors increased its iShares Core Dividend ETF (DIVB) stake by 29% in Q3 2026, buying an estimated $615K and bringing the position to 40,705 shares worth $2.63M. The position accounts for 0.96% of the portfolio, ranked #18.

Kellett Wealth Advisors first reported a position in DIVB in Q4 2021 and has held it in 20 quarters since. 111 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

  • Kellett Wealth Advisors held 40,705 shares of iShares Core Dividend ETF worth $2.63M as of Q3 2026.
  • Kellett Wealth Advisors bought 9,254 iShares Core Dividend ETF shares in Q3 2026, an estimated $615K.
  • iShares Core Dividend ETF made up 0.96% of Kellett Wealth Advisors's portfolio in Q3 2026, its #18 holding.
  • Kellett Wealth Advisors first reported a position in iShares Core Dividend ETF in Q4 2021 and has held it in 20 quarters since.
  • 111 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.