Modern Wealth Management’s iShares Core Dividend ETF DIVB Stock Holding History

Modern Wealth 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	–	Sell	-6,129	Closed	-$326K	–	901
2025 Q4	$326K	Buy	+6,129	New	+$321K	0.01%	661

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

Modern Wealth Management's DIVB Position: Q1 2026 in Review

Modern Wealth Management sold out of iShares Core Dividend ETF (DIVB) in Q1 2026, closing a stake of 6,129 shares — an estimated $326K sold.

Modern Wealth Management first reported a position in DIVB in Q4 2025 and held it in 1 quarter. The position peaked at $326K in Q4 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

Modern Wealth Management reported no remaining iShares Core Dividend ETF position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 6,129 iShares Core Dividend ETF shares in Q1 2026, an estimated $326K.
Modern Wealth Management first reported a position in iShares Core Dividend ETF in Q4 2025 and held it in 1 quarter.
Modern Wealth Management's iShares Core Dividend ETF position peaked at $326K in Q4 2025.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.