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Kelly Financial Services’s iShares Core Dividend ETF DIVB Stock Holding History

Kelly Financial Services’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
2024
Q2 		– Sell
-224
Closed -$9.97K – 808
2024
Q1 		$9.97K Sell
224
-224
-50% -$9.42K ﹤0.01% 431
2023
Q4 		$18.4K Buy
+448
New +$17.1K 0.01% 316

Other funds holding DIVB

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Kelly Financial Services's DIVB Position: Q2 2024 in Review

Kelly Financial Services sold out of iShares Core Dividend ETF (DIVB) in Q2 2024, closing a stake of 224 shares — an estimated $9.97K sold.

Kelly Financial Services first reported a position in DIVB in Q4 2023 and held it in 2 quarters. The position peaked at $18.4K in Q4 2023. 86 funds tracked by Wall St. Rank hold DIVB as of Q2 2024.

  • Kelly Financial Services reported no remaining iShares Core Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Kelly Financial Services sold 224 iShares Core Dividend ETF shares in Q2 2024, an estimated $9.97K.
  • Kelly Financial Services first reported a position in iShares Core Dividend ETF in Q4 2023 and held it in 2 quarters.
  • Kelly Financial Services's iShares Core Dividend ETF position peaked at $18.4K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2024.

Based on Kelly Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.