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Orion Portfolio Solutions’s iShares Core Dividend ETF DIVB Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$305K Buy
+6,281
New +$308K ﹤0.01% 1622

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

Orion Portfolio Solutions's DIVB Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in iShares Core Dividend ETF (DIVB) in Q1 2025: 6,281 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #1622 among its holdings.

123 funds tracked by Wall St. Rank hold DIVB as of Q1 2025.

  • Orion Portfolio Solutions held 6,281 shares of iShares Core Dividend ETF worth $305K as of Q1 2025.
  • iShares Core Dividend ETF was a new Orion Portfolio Solutions position in Q1 2025.
  • iShares Core Dividend ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1622 holding.
  • 123 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.