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

KPP 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	$545K	Sell	8,853 -908	-9%	-$53.3K	0.07%	213
2026 Q1	$527K	Sell	9,761 -12,985	-57%	-$713K	0.08%	210
2025 Q4	$1.21M	Sell	22,746 -9,303	-29%	-$488K	0.18%	121
2025 Q3	$1.67M	Buy	32,049 +5,592	+21%	+$287K	0.25%	95
2025 Q2	$1.33M	Sell	26,457 -1,276	-5%	-$60.7K	0.22%	104
2025 Q1	$1.35M	Buy	27,733 +3,938	+17%	+$193K	0.26%	92
2024 Q4	$1.13M	Buy	23,795 +2,565	+12%	+$126K	0.27%	84
2024 Q3	$1.03M	Buy	+21,230	New	+$985K	0.25%	86

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

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

KPP Advisory Services reduced its iShares Core Dividend ETF (DIVB) stake by 9.3% in Q2 2026, selling an estimated $53.3K and leaving 8,853 shares worth $545K. The position accounts for 0.07% of the portfolio, ranked #213.

KPP Advisory Services first reported a position in DIVB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.67M in Q3 2025. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

KPP Advisory Services held 8,853 shares of iShares Core Dividend ETF worth $545K as of Q2 2026.
KPP Advisory Services sold 908 iShares Core Dividend ETF shares in Q2 2026, an estimated $53.3K.
iShares Core Dividend ETF made up 0.07% of KPP Advisory Services's portfolio in Q2 2026, its #213 holding.
KPP Advisory Services first reported a position in iShares Core Dividend ETF in Q3 2024 and has held it in 8 quarters since.
KPP Advisory Services's iShares Core Dividend ETF position peaked at $1.67M in Q3 2025.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.