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Masso Torrence Wealth Management’s iShares Core Dividend ETF DIVB Stock Holding History

Masso Torrence Wealth Management’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
2025
Q3 		$12.5M Buy
239,475
+2,117
+0.9% +$108K 5.21% 4
2025
Q2 		$11.9M Buy
237,358
+12,085
+5% +$575K 5.52% 4
2025
Q1 		$10.9M Buy
+225,273
New +$11M 5.84% 4

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 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

Masso Torrence Wealth Management's DIVB Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its iShares Core Dividend ETF (DIVB) stake by 0.89% in Q3 2025, buying an estimated $108K and bringing the position to 239,475 shares worth $12.5M. The position accounts for 5.21% of the portfolio, ranked #4.

Masso Torrence Wealth Management first reported a position in DIVB in Q1 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold DIVB as of Q3 2025.

  • Masso Torrence Wealth Management held 239,475 shares of iShares Core Dividend ETF worth $12.5M as of Q3 2025.
  • Masso Torrence Wealth Management bought 2,117 iShares Core Dividend ETF shares in Q3 2025, an estimated $108K.
  • iShares Core Dividend ETF made up 5.21% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #4 holding.
  • Masso Torrence Wealth Management first reported a position in iShares Core Dividend ETF in Q1 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.