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

KWB Wealth’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	–	Sell	-4,569	Closed	-$243K	–	173
2026 Q1	$243K	Sell	4,569 -201	-4%	-$11K	0.02%	149
2025 Q4	$254K	Sell	4,770 -11	-0.2%	-$577	0.02%	160
2025 Q3	$241K	Sell	4,781 -143	-3%	-$7.33K	0.03%	137
2025 Q2	$239K	Buy	4,924 +16	+0.3%	+$761	0.03%	145
2025 Q1	$233K	Buy	4,908 +242	+5%	+$11.9K	0.03%	139
2024 Q4	$226K	Sell	4,666 -188	-4%	-$9.23K	0.03%	134
2024 Q3	$215K	Buy	+4,854	New	+$225K	0.03%	126

Other funds holding DIVB

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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KWB Wealth's DIVB Position: Q2 2026 in Review

KWB Wealth sold out of iShares Core Dividend ETF (DIVB) in Q2 2026, closing a stake of 4,569 shares — an estimated $243K sold.

KWB Wealth first reported a position in DIVB in Q3 2024 and held it in 7 quarters. The position peaked at $254K in Q4 2025. 23 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

KWB Wealth reported no remaining iShares Core Dividend ETF position as of Q2 2026 after selling out during the quarter.
KWB Wealth sold 4,569 iShares Core Dividend ETF shares in Q2 2026, an estimated $243K.
KWB Wealth first reported a position in iShares Core Dividend ETF in Q3 2024 and held it in 7 quarters.
KWB Wealth's iShares Core Dividend ETF position peaked at $254K in Q4 2025.
23 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.