Merit Financial Group
DIVB icon

Merit Financial Group’s iShares Core Dividend ETF DIVB Stock Holding History

Merit Financial 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 		$336K Sell
5,447
-1,907
-26% -$112K ﹤0.01% 1744
2026
Q1 		$397K Buy
+7,354
New +$404K ﹤0.01% 1505

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IAG Wealth Partners
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Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Segall Bryant & Hamill
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return

Merit Financial Group's DIVB Position: Q2 2026 in Review

Merit Financial Group reduced its iShares Core Dividend ETF (DIVB) stake by 26% in Q2 2026, selling an estimated $112K and leaving 5,447 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Merit Financial Group first reported a position in DIVB in Q1 2026 and has held it in 2 quarters since. The position peaked at $397K in Q1 2026. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Merit Financial Group held 5,447 shares of iShares Core Dividend ETF worth $336K as of Q2 2026.
  • Merit Financial Group sold 1,907 iShares Core Dividend ETF shares in Q2 2026, an estimated $112K.
  • iShares Core Dividend ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1744 holding.
  • Merit Financial Group first reported a position in iShares Core Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • Merit Financial Group's iShares Core Dividend ETF position peaked at $397K in Q1 2026.
  • 169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.