MidAtlantic Capital Management’s iShares Core Dividend ETF DIVB Stock Holding History

MidAtlantic Capital 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
2026 Q3	$1.26M	Buy	19,499 +1	+0%	+$66	0.76%	32
2026 Q2	$1.2M	Buy	19,498 +2,399	+14%	+$141K	0.75%	36
2026 Q1	$922K	Buy	17,099 +162	+1%	+$8.9K	0.64%	39
2025 Q4	$900K	Sell	16,937 -3,689	-18%	-$193K	0.58%	42
2025 Q3	$1.08M	Sell	20,626 -692	-3%	-$35.5K	0.74%	38
2025 Q2	$1.07M	Buy	+21,318	New	+$1.01M	0.76%	35
2025 Q1	–	Sell	-230	Closed	-$10.9K	–	118
2024 Q4	$10.9K	Hold	230	–	–	0.01%	205
2024 Q3	$11.1K	Hold	230	–	–	0.01%	202
2024 Q2	$10.2K	Hold	230	–	–	0.01%	193
2024 Q1	$10.2K	Sell	230 -5,443	-96%	-$229K	0.01%	204
2023 Q4	$392K	Buy	+5,673	New	+$216K	0.38%	53

Other funds holding DIVB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $526M AUM 34.64% 1-Year Est. Return

MidAtlantic Capital Management's DIVB Position: Q3 2026 in Review

MidAtlantic Capital Management increased its iShares Core Dividend ETF (DIVB) stake by 0.01% in Q3 2026, buying an estimated $66 and bringing the position to 19,499 shares worth $1.26M. The position accounts for 0.76% of the portfolio, ranked #32.

MidAtlantic Capital Management first reported a position in DIVB in Q4 2023 and has held it in 11 quarters since. 127 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

MidAtlantic Capital Management held 19,499 shares of iShares Core Dividend ETF worth $1.26M as of Q3 2026.
MidAtlantic Capital Management bought 1 iShares Core Dividend ETF share in Q3 2026, an estimated $66.
iShares Core Dividend ETF made up 0.76% of MidAtlantic Capital Management's portfolio in Q3 2026, its #32 holding.
MidAtlantic Capital Management first reported a position in iShares Core Dividend ETF in Q4 2023 and has held it in 11 quarters since.
127 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on MidAtlantic Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.