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

Liberty Wealth Management’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	$271K	Buy	5,017 +32	+0.6%	+$1.76K	0.03%	219
2025 Q4	$265K	Buy	4,985 +47	+1%	+$2.46K	0.03%	210
2025 Q3	$258K	Buy	4,938 +32	+0.7%	+$1.64K	0.04%	200
2025 Q2	$247K	Buy	4,906 +29	+0.6%	+$1.38K	0.04%	192
2025 Q1	$237K	Buy	4,877 +31	+0.6%	+$1.52K	0.05%	138
2024 Q4	$230K	Buy	4,846 +36	+0.7%	+$1.77K	0.04%	188
2024 Q3	$233K	Buy	4,810 +36	+0.8%	+$1.67K	0.04%	190
2024 Q2	$211K	Buy	4,774 +30	+0.6%	+$1.31K	0.04%	189
2024 Q1	$211K	Buy	+4,744	New	+$200K	0.04%	178
2021 Q4	–	Sell	-4,444	Closed	-$174K	–	396
2021 Q3	$174K	Buy	4,444 +17	+0.4%	+$682	0.06%	185
2021 Q2	$174K	Buy	+4,427	New	+$171K	0.07%	149

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

Liberty Wealth Management's DIVB Position: Q1 2026 in Review

Liberty Wealth Management increased its iShares Core Dividend ETF (DIVB) stake by 0.64% in Q1 2026, buying an estimated $1.76K and bringing the position to 5,017 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #219.

Liberty Wealth Management first reported a position in DIVB in Q2 2021 and has held it in 11 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

Liberty Wealth Management held 5,017 shares of iShares Core Dividend ETF worth $271K as of Q1 2026.
Liberty Wealth Management bought 32 iShares Core Dividend ETF shares in Q1 2026, an estimated $1.76K.
iShares Core Dividend ETF made up 0.03% of Liberty Wealth Management's portfolio in Q1 2026, its #219 holding.
Liberty Wealth Management first reported a position in iShares Core Dividend ETF in Q2 2021 and has held it in 11 quarters since.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.