Key Financial Inc’s iShares Core Dividend ETF DIVB Stock Holding History

Key Financial Inc’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 Q1	$253K	Hold	4,693	–	–	0.05%	258
2025 Q4	$249K	Hold	4,693	–	–	0.05%	257
2025 Q3	$245K	Hold	4,693	–	–	0.05%	260
2025 Q2	$236K	Hold	4,693	–	–	0.05%	253
2025 Q1	$228K	Hold	4,693	–	–	0.05%	244
2024 Q4	$222K	Hold	4,693	–	–	0.05%	240
2024 Q3	$227K	Hold	4,693	–	–	0.05%	235
2024 Q2	$208K	Buy	+4,693	New	+$205K	0.05%	240

Other funds holding DIVB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Key Financial Inc's DIVB Position: Q1 2026 in Review

Key Financial Inc held its iShares Core Dividend ETF (DIVB) position steady in Q1 2026 at 4,693 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #258.

Key Financial Inc first reported a position in DIVB in Q2 2024 and has held it in 8 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

Key Financial Inc held 4,693 shares of iShares Core Dividend ETF worth $253K as of Q1 2026.
Key Financial Inc left its iShares Core Dividend ETF share count unchanged in Q1 2026.
iShares Core Dividend ETF made up 0.05% of Key Financial Inc's portfolio in Q1 2026, its #258 holding.
Key Financial Inc first reported a position in iShares Core Dividend ETF in Q2 2024 and has held it in 8 quarters since.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.