KWA
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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
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

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Kellett Wealth Advisors's DIVB Position: Q2 2026 in Review

Kellett Wealth Advisors increased its iShares Core Dividend ETF (DIVB) stake by 5.4% in Q2 2026, buying an estimated $94K and bringing the position to 31,451 shares worth $1.94M. The position accounts for 0.9% of the portfolio, ranked #22.

Kellett Wealth Advisors first reported a position in DIVB in Q4 2021 and has held it in 19 quarters since. 51 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Kellett Wealth Advisors held 31,451 shares of iShares Core Dividend ETF worth $1.94M as of Q2 2026.
  • Kellett Wealth Advisors bought 1,601 iShares Core Dividend ETF shares in Q2 2026, an estimated $94K.
  • iShares Core Dividend ETF made up 0.9% of Kellett Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Kellett Wealth Advisors first reported a position in iShares Core Dividend ETF in Q4 2021 and has held it in 19 quarters since.
  • 51 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.