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 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 $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

MidAtlantic Capital Management's DIVB Position: Q1 2026 in Review

MidAtlantic Capital Management increased its iShares Core Dividend ETF (DIVB) stake by 0.96% in Q1 2026, buying an estimated $8.9K and bringing the position to 17,099 shares worth $922K. The position accounts for 0.64% of the portfolio, ranked #39.

MidAtlantic Capital Management first reported a position in DIVB in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.08M in Q3 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

MidAtlantic Capital Management held 17,099 shares of iShares Core Dividend ETF worth $922K as of Q1 2026.
MidAtlantic Capital Management bought 162 iShares Core Dividend ETF shares in Q1 2026, an estimated $8.9K.
iShares Core Dividend ETF made up 0.64% of MidAtlantic Capital Management's portfolio in Q1 2026, its #39 holding.
MidAtlantic Capital Management first reported a position in iShares Core Dividend ETF in Q4 2023 and has held it in 9 quarters since.
MidAtlantic Capital Management's iShares Core Dividend ETF position peaked at $1.08M in Q3 2025.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.