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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

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. 169 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.
169 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.