Prepared Retirement Institute’s iShares Core Dividend ETF DIVB Stock Holding History

Prepared Retirement Institute’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	$3.27M	Buy	60,592 +6,337	+12%	+$348K	1.62%	15
2025 Q4	$2.88M	Buy	54,255 +10,073	+23%	+$528K	1.45%	15
2025 Q3	$2.31M	Buy	44,182 +6,131	+16%	+$314K	1.2%	17
2025 Q2	$1.91M	Buy	38,051 +3,180	+9%	+$151K	1.13%	19
2025 Q1	$1.69M	Buy	34,871 +4,468	+15%	+$219K	1.08%	19
2024 Q4	$1.44M	Buy	30,403 +5,378	+21%	+$264K	0.82%	20
2024 Q3	$1.21M	Buy	25,025 +9,649	+63%	+$448K	0.73%	22
2024 Q2	$680K	Buy	+15,376	New	+$671K	0.45%	28

Other funds holding DIVB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

Prepared Retirement Institute's DIVB Position: Q1 2026 in Review

Prepared Retirement Institute increased its iShares Core Dividend ETF (DIVB) stake by 12% in Q1 2026, buying an estimated $348K and bringing the position to 60,592 shares worth $3.27M. The position accounts for 1.62% of the portfolio, ranked #15.

Prepared Retirement Institute first reported a position in DIVB in Q2 2024 and has held it in 8 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

Prepared Retirement Institute held 60,592 shares of iShares Core Dividend ETF worth $3.27M as of Q1 2026.
Prepared Retirement Institute bought 6,337 iShares Core Dividend ETF shares in Q1 2026, an estimated $348K.
iShares Core Dividend ETF made up 1.62% of Prepared Retirement Institute's portfolio in Q1 2026, its #15 holding.
Prepared Retirement Institute first reported a position in iShares Core Dividend ETF in Q2 2024 and has held it in 8 quarters since.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.