Larson Financial Group’s iShares Core Dividend ETF DIVB Stock Holding History

Larson Financial Group’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	$2.55M	Buy	47,330 +2,561	+6%	+$141K	0.08%	198
2025 Q4	$2.38M	Buy	44,769 +3,524	+9%	+$185K	0.08%	207
2025 Q3	$2.16M	Buy	41,245 +2,893	+8%	+$148K	0.08%	214
2025 Q2	$1.93M	Buy	38,352 +3,007	+9%	+$143K	0.08%	217
2025 Q1	$1.71M	Buy	35,345 +3,339	+10%	+$164K	0.08%	205
2024 Q4	$1.52M	Buy	32,006 +5,278	+20%	+$259K	0.08%	201
2024 Q3	$1.29M	Buy	26,728 +3,957	+17%	+$184K	0.07%	204
2024 Q2	$1.01M	Buy	+22,771	New	+$994K	0.07%	197

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

Larson Financial Group's DIVB Position: Q1 2026 in Review

Larson Financial Group increased its iShares Core Dividend ETF (DIVB) stake by 5.7% in Q1 2026, buying an estimated $141K and bringing the position to 47,330 shares worth $2.55M. The position accounts for 0.08% of the portfolio, ranked #198.

Larson Financial Group 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.

Larson Financial Group held 47,330 shares of iShares Core Dividend ETF worth $2.55M as of Q1 2026.
Larson Financial Group bought 2,561 iShares Core Dividend ETF shares in Q1 2026, an estimated $141K.
iShares Core Dividend ETF made up 0.08% of Larson Financial Group's portfolio in Q1 2026, its #198 holding.
Larson Financial Group 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 Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.