Patriot Financial Group Insurance Agency’s iShares Core Dividend ETF DIVB Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-3,968	Closed	-$214K	–	535
2026 Q1	$214K	Buy	+3,968	New	+$218K	0.01%	650
2022 Q3	–	Sell	-955	Closed	-$35K	–	785
2022 Q2	$35K	Buy	955 +4	+0.4%	+$156	0.01%	840
2022 Q1	$40K	Buy	951 +4	+0.4%	+$166	0.01%	845
2021 Q4	$40K	Buy	947 +5	+0.5%	+$207	0.01%	955
2021 Q3	$37K	Buy	942 +3	+0.3%	+$120	0.01%	976
2021 Q2	$37K	Buy	939 +4	+0.4%	+$155	0.01%	943
2021 Q1	$35K	Buy	935 +4	+0.4%	+$140	0.01%	894
2020 Q4	$31K	Buy	931 +6	+0.6%	+$185	0.01%	842
2020 Q3	$27K	Buy	925 +5	+0.5%	+$143	0.01%	700
2020 Q2	$25K	Buy	920 +9	+1%	+$234	0.01%	682
2020 Q1	$21K	Hold	911	–	–	0.01%	649
2019 Q4	$28K	Buy	911 +10	+1%	+$294	0.01%	601
2019 Q3	$25K	Hold	901	–	–	0.01%	586
2019 Q2	$25K	Hold	901	–	–	0.01%	573
2019 Q1	$24K	Hold	901	–	–	0.01%	503
2018 Q4	$21K	Hold	901	–	–	0.01%	461
2018 Q3	$25K	Buy	901 +1	+0.1%	+$27	0.01%	438
2018 Q2	$23K	Buy	+900	New	+$23.2K	0.02%	267

Other funds holding DIVB

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACA

Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

ACM

Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DIVB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of iShares Core Dividend ETF (DIVB) in Q2 2026, closing a stake of 3,968 shares — an estimated $214K sold.

Patriot Financial Group Insurance Agency first reported a position in DIVB in Q2 2018 and held it in 18 quarters. The position peaked at $214K in Q1 2026. 93 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining iShares Core Dividend ETF position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 3,968 iShares Core Dividend ETF shares in Q2 2026, an estimated $214K.
Patriot Financial Group Insurance Agency first reported a position in iShares Core Dividend ETF in Q2 2018 and held it in 18 quarters.
Patriot Financial Group Insurance Agency's iShares Core Dividend ETF position peaked at $214K in Q1 2026.
93 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.