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Personal CFO Solutions’s iShares Core Dividend ETF DIVB Stock Holding History

Personal CFO 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
2024
Q4 		– Sell
-5,973
Closed -$289K – 493
2024
Q3 		$289K Sell
5,973
-107
-2% -$4.96K 0.04% 431
2024
Q2 		$269K Sell
6,080
-1,118
-16% -$48.8K 0.04% 420
2024
Q1 		$320K Buy
7,198
+632
+10% +$26.6K 0.05% 376
2023
Q4 		$270K Buy
+6,566
New +$250K 0.05% 402

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Personal CFO Solutions's DIVB Position: Q4 2024 in Review

Personal CFO Solutions sold out of iShares Core Dividend ETF (DIVB) in Q4 2024, closing a stake of 5,973 shares — an estimated $289K sold.

Personal CFO Solutions first reported a position in DIVB in Q4 2023 and held it in 4 quarters. The position peaked at $320K in Q1 2024. 107 funds tracked by Wall St. Rank hold DIVB as of Q4 2024.

  • Personal CFO Solutions reported no remaining iShares Core Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 5,973 iShares Core Dividend ETF shares in Q4 2024, an estimated $289K.
  • Personal CFO Solutions first reported a position in iShares Core Dividend ETF in Q4 2023 and held it in 4 quarters.
  • Personal CFO Solutions's iShares Core Dividend ETF position peaked at $320K in Q1 2024.
  • 107 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.