LPL Financial
DIVB icon

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

LPL 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
Q1 		$189M Sell
3,494,085
-83,841
-2% -$4.6M 0.05% 360
2025
Q4 		$190M Buy
3,577,926
+842,674
+31% +$44.2M 0.05% 341
2025
Q3 		$143M Buy
2,735,252
+480,391
+21% +$24.6M 0.04% 408
2025
Q2 		$113M Buy
2,254,861
+281,226
+14% +$13.4M 0.04% 433
2025
Q1 		$95.8M Buy
1,973,635
+292,177
+17% +$14.3M 0.04% 438
2024
Q4 		$79.7M Buy
1,681,458
+315,007
+23% +$15.5M 0.03% 471
2024
Q3 		$66.2M Buy
1,366,451
+770,195
+129% +$35.7M 0.03% 509
2024
Q2 		$26.4M Buy
596,256
+57,276
+11% +$2.5M 0.01% 841
2024
Q1 		$24M Buy
538,980
+281,151
+109% +$11.8M 0.01% 859
2023
Q4 		$10.6M Buy
257,829
+11,089
+4% +$423K 0.01% 1217
2023
Q3 		$9.19M Sell
246,740
-44,603
-15% -$1.73M 0.01% 1211
2023
Q2 		$11.1M Sell
291,343
-1,371
-0.5% -$50.9K 0.01% 1075
2023
Q1 		$10.9M Buy
292,714
+13,047
+5% +$496K 0.01% 1044
2022
Q4 		$10.5M Sell
279,667
-1,168
-0.4% -$43.4K 0.01% 999
2022
Q3 		$9.49M Sell
280,835
-4,425
-2% -$167K 0.01% 990
2022
Q2 		$10.3M Buy
285,260
+22,879
+9% +$894K 0.01% 942
2022
Q1 		$10.9M Sell
262,381
-21,024
-7% -$875K 0.01% 939
2021
Q4 		$12.1M Buy
283,405
+88,273
+45% +$3.66M 0.01% 908
2021
Q3 		$7.65M Buy
195,132
+166,428
+580% +$6.68M 0.01% 1106
2021
Q2 		$1.13M Buy
28,704
+7,375
+35% +$286K ﹤0.01% 2464
2021
Q1 		$788K Buy
21,329
+6,372
+43% +$224K ﹤0.01% 2614
2020
Q4 		$496K Buy
14,957
+7,852
+111% +$242K ﹤0.01% 2764
2020
Q3 		$204K Sell
7,105
-329
-4% -$9.44K ﹤0.01% 3186
2020
Q2 		$203K Sell
7,434
-3,440
-32% -$89.5K ﹤0.01% 3120
2020
Q1 		$250K Sell
10,874
-202
-2% -$5.72K ﹤0.01% 2644
2019
Q4 		$340K Buy
11,076
+971
+10% +$28.5K ﹤0.01% 2683
2019
Q3 		$285K Buy
10,105
+1
+0% +$28 ﹤0.01% 2722
2019
Q2 		$280K Buy
+10,104
New +$276K ﹤0.01% 2749

Other funds holding DIVB

Bank of America
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
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial's DIVB Position: Q1 2026 in Review

LPL Financial reduced its iShares Core Dividend ETF (DIVB) stake by 2.3% in Q1 2026, selling an estimated $4.6M and leaving 3,494,085 shares worth $189M. The position accounts for 0.05% of the portfolio, ranked #360.

LPL Financial first reported a position in DIVB in Q2 2019 and has held it in 28 quarters since. The position peaked at $190M in Q4 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

  • LPL Financial held 3,494,085 shares of iShares Core Dividend ETF worth $189M as of Q1 2026.
  • LPL Financial sold 83,841 iShares Core Dividend ETF shares in Q1 2026, an estimated $4.6M.
  • iShares Core Dividend ETF made up 0.05% of LPL Financial's portfolio in Q1 2026, its #360 holding.
  • LPL Financial first reported a position in iShares Core Dividend ETF in Q2 2019 and has held it in 28 quarters since.
  • LPL Financial's iShares Core Dividend ETF position peaked at $190M in Q4 2025.
  • 155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.