M3 Advisory Group’s iShares Core Dividend ETF DIVB Stock Holding History

M3 Advisory Group’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	$290K	Buy	4,715 +71	+2%	+$4.17K	0.15%	113
2026 Q1	$251K	Buy	4,644 +180	+4%	+$9.88K	0.15%	117
2025 Q4	$237K	Buy	4,464 +252	+6%	+$13.2K	0.14%	124
2025 Q3	$220K	Buy	4,212 +117	+3%	+$6K	0.14%	137
2025 Q2	$206K	Buy	+4,095	New	+$195K	0.14%	142

Other funds holding DIVB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

SFG

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

SLWA

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

M3 Advisory Group's DIVB Position: Q2 2026 in Review

M3 Advisory Group increased its iShares Core Dividend ETF (DIVB) stake by 1.5% in Q2 2026, buying an estimated $4.17K and bringing the position to 4,715 shares worth $290K. The position accounts for 0.15% of the portfolio, ranked #113.

M3 Advisory Group first reported a position in DIVB in Q2 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

M3 Advisory Group held 4,715 shares of iShares Core Dividend ETF worth $290K as of Q2 2026.
M3 Advisory Group bought 71 iShares Core Dividend ETF shares in Q2 2026, an estimated $4.17K.
iShares Core Dividend ETF made up 0.15% of M3 Advisory Group's portfolio in Q2 2026, its #113 holding.
M3 Advisory Group first reported a position in iShares Core Dividend ETF in Q2 2025 and has held it in 5 quarters since.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.