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Matthew Hamilton Rosenberg’s iShares Core Dividend ETF DIVB Stock Holding History

Matthew Hamilton Rosenberg’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 		– Sell
-379
Closed -$20.1K – 806
2025
Q4 		$20.1K Hold
379
– – ﹤0.01% 541
2025
Q3 		$19.8K Sell
379
-687
-64% -$35.2K ﹤0.01% 545
2025
Q2 		$53.6K Hold
1,066
– – 0.01% 425
2025
Q1 		$51.7K Buy
1,066
+674
+172% +$33K 0.01% 419
2024
Q4 		$18.6K Buy
+392
New +$19.2K ﹤0.01% 546

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
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

Matthew Hamilton Rosenberg's DIVB Position: Q1 2026 in Review

Matthew Hamilton Rosenberg sold out of iShares Core Dividend ETF (DIVB) in Q1 2026, closing a stake of 379 shares — an estimated $20.1K sold.

Matthew Hamilton Rosenberg first reported a position in DIVB in Q4 2024 and held it in 5 quarters. The position peaked at $53.6K in Q2 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

  • Matthew Hamilton Rosenberg reported no remaining iShares Core Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 379 iShares Core Dividend ETF shares in Q1 2026, an estimated $20.1K.
  • Matthew Hamilton Rosenberg first reported a position in iShares Core Dividend ETF in Q4 2024 and held it in 5 quarters.
  • Matthew Hamilton Rosenberg's iShares Core Dividend ETF position peaked at $53.6K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2026, filed 7 Apr 2026.