LifeSteps Financial’s iShares Core Dividend ETF DIVB Stock Holding History

LifeSteps Financial’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	$9.43K	Buy	+153	New	+$8.98K	﹤0.01%	426

Other funds holding DIVB

Foguth Wealth Management Brighton, Michigan $879M AUM

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Financial Planning Boulder, Colorado $172M AUM

Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

LifeSteps Financial's DIVB Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Core Dividend ETF (DIVB) in Q2 2026: 153 shares worth $9.43K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings.

63 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

LifeSteps Financial held 153 shares of iShares Core Dividend ETF worth $9.43K as of Q2 2026.
iShares Core Dividend ETF was a new LifeSteps Financial position in Q2 2026.
iShares Core Dividend ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #426 holding.
63 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.