Optivise Advisory Services’s iShares Core Dividend ETF DIVB Stock Holding History

Optivise Advisory Services’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 Q3	$284K	Buy	+4,403	New	+$293K	0.14%	168

Other funds holding DIVB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Optivise Advisory Services's DIVB Position: Q3 2026 in Review

Optivise Advisory Services opened a new position in iShares Core Dividend ETF (DIVB) in Q3 2026: 4,403 shares worth $284K. The stake represents 0.14% of the portfolio and ranks #168 among its holdings.

119 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

Optivise Advisory Services held 4,403 shares of iShares Core Dividend ETF worth $284K as of Q3 2026.
iShares Core Dividend ETF was a new Optivise Advisory Services position in Q3 2026.
iShares Core Dividend ETF made up 0.14% of Optivise Advisory Services's portfolio in Q3 2026, its #168 holding.
119 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.