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PFG Private Wealth Management’s iShares Core Dividend ETF DIVB Stock Holding History

PFG Private Wealth Management’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
Q1 		– Sell
-6,871
Closed -$365K – 76
2025
Q4 		$365K Buy
+6,871
New +$360K 0.16% 44
2025
Q3 		– Sell
-6,871
Closed -$346K – 124
2025
Q2 		$346K Hold
6,871
– – 0.18% 39
2025
Q1 		$333K Hold
6,871
– – 0.18% 37
2024
Q4 		$326K Hold
6,871
– – 0.19% 35
2024
Q3 		$333K Sell
6,871
-2,331
-25% -$108K 0.19% 36
2024
Q2 		$407K Sell
9,202
-4
-0% -$175 0.25% 33
2024
Q1 		$410K Sell
9,206
-177,627
-95% -$7.47M 0.26% 30
2023
Q4 		$7.67M Buy
186,833
+181,195
+3,214% +$6.91M 5.16% 7
2023
Q3 		$210K Sell
5,638
-9,659
-63% -$374K 0.16% 31
2023
Q2 		$585K Buy
15,297
+10
+0.1% +$371 0.35% 23
2023
Q1 		$571K Buy
15,287
+15,042
+6,140% +$572K 0.36% 23
2022
Q4 		$9K Hold
245
– – 0.01% 196
2022
Q3 		$8K Sell
245
-192,621
-100% -$7.25M 0.01% 192
2022
Q2 		$7M Buy
192,866
+4,101
+2% +$160K 3.92% 8
2022
Q1 		$7.88M Buy
188,765
+13,076
+7% +$544K 4.04% 9
2021
Q4 		$7.51M Buy
+175,689
New +$7.28M 3.88% 8

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 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
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

PFG Private Wealth Management's DIVB Position: Q1 2026 in Review

PFG Private Wealth Management sold out of iShares Core Dividend ETF (DIVB) in Q1 2026, closing a stake of 6,871 shares — an estimated $365K sold.

PFG Private Wealth Management first reported a position in DIVB in Q4 2021 and held it in 16 quarters. The position peaked at $7.88M in Q1 2022. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

  • PFG Private Wealth Management reported no remaining iShares Core Dividend ETF position as of Q1 2026 after selling out during the quarter.
  • PFG Private Wealth Management sold 6,871 iShares Core Dividend ETF shares in Q1 2026, an estimated $365K.
  • PFG Private Wealth Management first reported a position in iShares Core Dividend ETF in Q4 2021 and held it in 16 quarters.
  • PFG Private Wealth Management's iShares Core Dividend ETF position peaked at $7.88M in Q1 2022.
  • 155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on PFG Private Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.