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

Meridian 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	$398K	Sell	7,374 -592	-7%	-$32.5K	0.22%	87
2025 Q4	$423K	Buy	7,966 +9	+0.1%	+$472	0.23%	82
2025 Q3	$416K	Buy	7,957 +117	+1%	+$6K	0.23%	81
2025 Q2	$395K	Sell	7,840 -190	-2%	-$9.04K	0.26%	76
2025 Q1	$390K	Buy	8,030 +310	+4%	+$15.2K	0.27%	69
2024 Q4	$366K	Buy	7,720 +12	+0.2%	+$589	0.25%	72
2024 Q3	$373K	Buy	7,708 +12	+0.2%	+$557	0.25%	76
2024 Q2	$340K	Buy	7,696 +1,066	+16%	+$46.5K	0.25%	76
2024 Q1	$295K	Buy	6,630 +509	+8%	+$21.4K	0.22%	93
2023 Q4	$251K	Buy	6,121 +26	+0.4%	+$991	0.2%	93
2023 Q3	$227K	Hold	6,095	–	–	0.21%	89
2023 Q2	$233K	Buy	+6,095	New	+$226K	0.21%	88

Other funds holding DIVB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

Meridian Financial's DIVB Position: Q1 2026 in Review

Meridian Financial reduced its iShares Core Dividend ETF (DIVB) stake by 7.4% in Q1 2026, selling an estimated $32.5K and leaving 7,374 shares worth $398K. The position accounts for 0.22% of the portfolio, ranked #87.

Meridian Financial first reported a position in DIVB in Q2 2023 and has held it in 12 quarters since. The position peaked at $423K in Q4 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

Meridian Financial held 7,374 shares of iShares Core Dividend ETF worth $398K as of Q1 2026.
Meridian Financial sold 592 iShares Core Dividend ETF shares in Q1 2026, an estimated $32.5K.
iShares Core Dividend ETF made up 0.22% of Meridian Financial's portfolio in Q1 2026, its #87 holding.
Meridian Financial first reported a position in iShares Core Dividend ETF in Q2 2023 and has held it in 12 quarters since.
Meridian Financial's iShares Core Dividend ETF position peaked at $423K in Q4 2025.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Meridian Financial's 13F filing for Q1 2026, filed 21 Apr 2026.