NewEdge Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

NewEdge 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	$218K	Sell	3,545 -498	-12%	-$29.2K	﹤0.01%	2714
2026 Q1	$218K	Buy	4,043 +3,843	+1,922%	+$211K	﹤0.01%	2553
2025 Q4	$10.6K	Sell	200 -799	-80%	-$41.9K	﹤0.01%	3454
2025 Q3	$52.2K	Buy	999 +195	+24%	+$9.99K	﹤0.01%	2813
2025 Q2	$40.5K	Buy	804 +180	+29%	+$8.56K	﹤0.01%	2730
2025 Q1	$30.3K	Hold	624	–	–	﹤0.01%	2717
2024 Q4	$29.6K	Buy	624 +150	+32%	+$7.37K	﹤0.01%	2689
2024 Q3	$23K	Buy	474 +64	+16%	+$2.97K	﹤0.01%	2680
2024 Q2	$18.1K	Sell	410 -45,543	-99%	-$1.99M	﹤0.01%	2656
2024 Q1	$2.04M	Buy	45,953 +45,713	+19,047%	+$1.92M	0.02%	680
2023 Q4	$9.85K	Hold	240	–	–	﹤0.01%	2848
2023 Q3	$8.94K	Buy	240 +10	+4%	+$388	﹤0.01%	2607
2023 Q2	$8.8K	Buy	230 +15	+7%	+$557	﹤0.01%	2642
2023 Q1	$8.03K	Hold	215	–	–	﹤0.01%	2634
2022 Q4	$8	Buy	+215	New	+$7.99K	﹤0.01%	3734

Other funds holding DIVB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

NewEdge Advisors's DIVB Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares Core Dividend ETF (DIVB) stake by 12% in Q2 2026, selling an estimated $29.2K and leaving 3,545 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

NewEdge Advisors first reported a position in DIVB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.04M in Q1 2024. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

NewEdge Advisors held 3,545 shares of iShares Core Dividend ETF worth $218K as of Q2 2026.
NewEdge Advisors sold 498 iShares Core Dividend ETF shares in Q2 2026, an estimated $29.2K.
iShares Core Dividend ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2714 holding.
NewEdge Advisors first reported a position in iShares Core Dividend ETF in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's iShares Core Dividend ETF position peaked at $2.04M in Q1 2024.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

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