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LWM Advisory Services’s iShares Core Dividend ETF DIVB Stock Holding History

LWM Advisory Services’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
2022
Q2 		– Sell
-5,701
Closed -$238K – 114
2022
Q1 		$238K Sell
5,701
-10,839
-66% -$451K 0.3% 95
2021
Q4 		$707K Buy
+16,540
New +$685K 0.88% 33

Other funds holding DIVB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $3.46B AUM 30.37% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

LWM Advisory Services's DIVB Position: Q2 2022 in Review

LWM Advisory Services sold out of iShares Core Dividend ETF (DIVB) in Q2 2022, closing a stake of 5,701 shares — an estimated $238K sold.

LWM Advisory Services first reported a position in DIVB in Q4 2021 and held it in 2 quarters. The position peaked at $707K in Q4 2021. 64 funds tracked by Wall St. Rank hold DIVB as of Q2 2022.

  • LWM Advisory Services reported no remaining iShares Core Dividend ETF position as of Q2 2022 after selling out during the quarter.
  • LWM Advisory Services sold 5,701 iShares Core Dividend ETF shares in Q2 2022, an estimated $238K.
  • LWM Advisory Services first reported a position in iShares Core Dividend ETF in Q4 2021 and held it in 2 quarters.
  • LWM Advisory Services's iShares Core Dividend ETF position peaked at $707K in Q4 2021.
  • 64 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2022.

Based on LWM Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.