Liberty Wealth Management’s iShares Core Dividend ETF DIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
4,906
+29
| +0.6% | +$1.46K | 0.04% | 192 |
|
|
2025
Q1 | $237K | Buy |
4,877
+31
| +0.6% | +$1.5K | 0.05% | 138 |
|
|
2024
Q4 | $230K | Buy |
4,846
+36
| +0.7% | +$1.71K | 0.04% | 188 |
|
|
2024
Q3 | $233K | Buy |
4,810
+36
| +0.8% | +$1.74K | 0.04% | 190 |
|
|
2024
Q2 | $211K | Buy |
4,774
+30
| +0.6% | +$1.33K | 0.04% | 189 |
|
|
2024
Q1 | $211K | Buy |
+4,744
| New | +$211K | 0.04% | 178 |
|
|
2021
Q4 | – | Sell |
-4,444
| Closed | -$174K | – | 396 |
|
|
2021
Q3 | $174K | Buy |
4,444
+17
| +0.4% | +$666 | 0.06% | 185 |
|
|
2021
Q2 | $174K | Buy |
+4,427
| New | +$174K | 0.07% | 149 |
|