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Mount Yale Investment Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

Mount Yale Investment Advisors’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 		$1.4M Buy
+22,671
New +$1.33M 0.03% 503
2025
Q3 		– Sell
-1,248
Closed -$62.8K – 895
2025
Q2 		$62.8K Buy
+1,248
New +$59.4K ﹤0.01% 757

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
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

Mount Yale Investment Advisors's DIVB Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Core Dividend ETF (DIVB) in Q2 2026: 22,671 shares worth $1.4M. The stake represents 0.03% of the portfolio and ranks #503 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in DIVB as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in DIVB in Q2 2025 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Mount Yale Investment Advisors held 22,671 shares of iShares Core Dividend ETF worth $1.4M as of Q2 2026.
  • iShares Core Dividend ETF was a new Mount Yale Investment Advisors position in Q2 2026.
  • iShares Core Dividend ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #503 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Core Dividend ETF in Q2 2025 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.