Kestra Advisory Services’s iShares Core Dividend ETF DIVB Stock Holding History

Kestra Advisory 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
2026 Q2	$9M	Sell	146,129 -137,823	-49%	-$8.09M	0.03%	552
2026 Q1	$15.3M	Buy	283,952 +208,924	+278%	+$11.5M	0.06%	334
2025 Q4	$3.99M	Buy	75,028 +6,169	+9%	+$324K	0.02%	869
2025 Q3	$3.6M	Sell	68,859 -110,482	-62%	-$5.66M	0.02%	851
2025 Q2	$9.02M	Buy	179,341 +122,639	+216%	+$5.83M	0.04%	411
2025 Q1	$2.75M	Sell	56,702 -77,661	-58%	-$3.81M	0.01%	842
2024 Q4	$6.37M	Buy	134,363 +96,964	+259%	+$4.76M	0.03%	492
2024 Q3	$1.81M	Sell	37,399 -51,805	-58%	-$2.4M	0.01%	999
2024 Q2	$3.95M	Buy	89,204 +61,208	+219%	+$2.67M	0.02%	678
2024 Q1	$1.25M	Buy	+27,996	New	+$1.18M	0.01%	1113

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

Kestra Advisory Services's DIVB Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Core Dividend ETF (DIVB) stake by 49% in Q2 2026, selling an estimated $8.09M and leaving 146,129 shares worth $9M. The position accounts for 0.03% of the portfolio, ranked #552.

Kestra Advisory Services first reported a position in DIVB in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.3M in Q1 2026. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Kestra Advisory Services held 146,129 shares of iShares Core Dividend ETF worth $9M as of Q2 2026.
Kestra Advisory Services sold 137,823 iShares Core Dividend ETF shares in Q2 2026, an estimated $8.09M.
iShares Core Dividend ETF made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #552 holding.
Kestra Advisory Services first reported a position in iShares Core Dividend ETF in Q1 2024 and has held it in 10 quarters since.
Kestra Advisory Services's iShares Core Dividend ETF position peaked at $15.3M in Q1 2026.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.