NorthRock Partners’s iShares Core Dividend ETF DIVB Stock Holding History

NorthRock Partners’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	$1.46M	Buy	23,667 +5,095	+27%	+$299K	0.02%	259
2026 Q1	$1M	Buy	18,572 +71	+0.4%	+$3.9K	0.02%	304
2025 Q4	$983K	Buy	18,501 +225	+1%	+$11.8K	0.02%	278
2025 Q3	$955K	Buy	18,276 +1,169	+7%	+$59.9K	0.02%	355
2025 Q2	$861K	Buy	+17,107	New	+$814K	0.02%	272

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

NorthRock Partners's DIVB Position: Q2 2026 in Review

NorthRock Partners increased its iShares Core Dividend ETF (DIVB) stake by 27% in Q2 2026, buying an estimated $299K and bringing the position to 23,667 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #259.

NorthRock Partners first reported a position in DIVB in Q2 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

NorthRock Partners held 23,667 shares of iShares Core Dividend ETF worth $1.46M as of Q2 2026.
NorthRock Partners bought 5,095 iShares Core Dividend ETF shares in Q2 2026, an estimated $299K.
iShares Core Dividend ETF made up 0.02% of NorthRock Partners's portfolio in Q2 2026, its #259 holding.
NorthRock Partners first reported a position in iShares Core Dividend ETF in Q2 2025 and has held it in 5 quarters since.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.