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Legacy Wealth Partners (Colorado)’s iShares Core Dividend ETF DIVB Stock Holding History

Legacy Wealth Partners (Colorado)’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
Q3 		$15.1M Buy
+233,415
New +$15.5M 3.26% 5

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Farther Finance Advisors
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BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
GCL
Gouws Capital LLC Charlotte, North Carolina $212M AUM 34.97% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s DIVB Position: Q3 2026 in Review

Legacy Wealth Partners (Colorado) opened a new position in iShares Core Dividend ETF (DIVB) in Q3 2026: 233,415 shares worth $15.1M. The stake represents 3.26% of the portfolio and ranks #5 among its holdings.

24 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

  • Legacy Wealth Partners (Colorado) held 233,415 shares of iShares Core Dividend ETF worth $15.1M as of Q3 2026.
  • iShares Core Dividend ETF was a new Legacy Wealth Partners (Colorado) position in Q3 2026.
  • iShares Core Dividend ETF made up 3.26% of Legacy Wealth Partners (Colorado)'s portfolio in Q3 2026, its #5 holding.
  • 24 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q3 2026, filed 15 Oct 2026.