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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

Other funds holding DIVB

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
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
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 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. 36 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.
  • 36 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.