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Level Financial Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

Level Financial Advisors’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
Q2 		– Sell
-8
Closed -$299 – 286
2023
Q1 		$299 Buy
+8
New +$304 ﹤0.01% 237

Other funds holding DIVB

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Level Financial Advisors's DIVB Position: Q2 2023 in Review

Level Financial Advisors sold out of iShares Core Dividend ETF (DIVB) in Q2 2023, closing a stake of 8 shares — an estimated $299 sold.

Level Financial Advisors first reported a position in DIVB in Q1 2023 and held it in 1 quarter. The position peaked at $299 in Q1 2023. 58 funds tracked by Wall St. Rank hold DIVB as of Q2 2023.

  • Level Financial Advisors reported no remaining iShares Core Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Level Financial Advisors sold 8 iShares Core Dividend ETF shares in Q2 2023, an estimated $299.
  • Level Financial Advisors first reported a position in iShares Core Dividend ETF in Q1 2023 and held it in 1 quarter.
  • Level Financial Advisors's iShares Core Dividend ETF position peaked at $299 in Q1 2023.
  • 58 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2023.

Based on Level Financial Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.