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Legacy Capital Wealth Partners’s iShares Core Dividend ETF DIVB Stock Holding History

Legacy Capital Wealth Partners’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
2023
Q1 		– Sell
-5,874
Closed -$220K – 251
2022
Q4 		$220K Buy
+5,874
New +$218K 0.11% 57

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RJFSA
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LPL Financial
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legacy Capital Wealth Partners's DIVB Position: Q1 2023 in Review

Legacy Capital Wealth Partners sold out of iShares Core Dividend ETF (DIVB) in Q1 2023, closing a stake of 5,874 shares — an estimated $220K sold.

Legacy Capital Wealth Partners first reported a position in DIVB in Q4 2022 and held it in 1 quarter. The position peaked at $220K in Q4 2022. 61 funds tracked by Wall St. Rank hold DIVB as of Q1 2023.

  • Legacy Capital Wealth Partners reported no remaining iShares Core Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 5,874 iShares Core Dividend ETF shares in Q1 2023, an estimated $220K.
  • Legacy Capital Wealth Partners first reported a position in iShares Core Dividend ETF in Q4 2022 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's iShares Core Dividend ETF position peaked at $220K in Q4 2022.
  • 61 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2023, filed 10 May 2023.