Liberty Square Wealth Partners’s iShares Core Dividend ETF DIVB Stock Holding History

Liberty Square 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
2026 Q2	$833K	Hold	13,527	–	–	0.2%	53
2026 Q1	$730K	Buy	13,527 +3,112	+30%	+$171K	0.2%	53
2025 Q4	$554K	Hold	10,415	–	–	0.16%	74
2025 Q3	$544K	Hold	10,415	–	–	0.17%	77
2025 Q2	$524K	Buy	10,415 +415	+4%	+$19.7K	0.18%	74
2025 Q1	$485K	Buy	+10,000	New	+$490K	0.19%	77

Other funds holding DIVB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

Liberty Square Wealth Partners's DIVB Position: Q2 2026 in Review

Liberty Square Wealth Partners held its iShares Core Dividend ETF (DIVB) position steady in Q2 2026 at 13,527 shares worth $833K. The position accounts for 0.2% of the portfolio, ranked #53.

Liberty Square Wealth Partners first reported a position in DIVB in Q1 2025 and has held it in 6 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Liberty Square Wealth Partners held 13,527 shares of iShares Core Dividend ETF worth $833K as of Q2 2026.
Liberty Square Wealth Partners left its iShares Core Dividend ETF share count unchanged in Q2 2026.
iShares Core Dividend ETF made up 0.2% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #53 holding.
Liberty Square Wealth Partners first reported a position in iShares Core Dividend ETF in Q1 2025 and has held it in 6 quarters since.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.