KWB Wealth’s iShares Core Dividend ETF DIVB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$239K	Buy	4,924 +16	+0.3%	+$776	0.03%	145
2025 Q1	$233K	Buy	4,908 +242	+5%	+$11.5K	0.03%	139
2024 Q4	$226K	Sell	4,666 -188	-4%	-$9.11K	0.03%	134
2024 Q3	$215K	Buy	+4,854	New	+$215K	0.03%	126