Principal Securities’s iShares Core Dividend ETF DIVB Stock Holding History

Principal Securities’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	$2.37M	Buy	+38,545	New	+$2.26M	0.03%	492
2025 Q4	–	Sell	-2,730	Closed	-$143K	–	1875
2025 Q3	$143K	Sell	2,730 -50	-2%	-$2.56K	﹤0.01%	1436
2025 Q2	$140K	Sell	2,780 -272	-9%	-$12.9K	﹤0.01%	1390
2025 Q1	$145K	Hold	3,052	–	–	﹤0.01%	1268
2024 Q4	$145K	Hold	3,052	–	–	﹤0.01%	1264
2024 Q3	$148K	Hold	3,052	–	–	﹤0.01%	1226
2024 Q2	$135K	Hold	3,052	–	–	﹤0.01%	1205
2024 Q1	$136K	Sell	3,052 -689	-18%	-$29K	﹤0.01%	1168
2023 Q4	$154K	Buy	+3,741	New	+$143K	0.01%	1015

Other funds holding DIVB

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

IWP

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

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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

Principal Securities's DIVB Position: Q2 2026 in Review

Principal Securities opened a new position in iShares Core Dividend ETF (DIVB) in Q2 2026: 38,545 shares worth $2.37M. The stake represents 0.03% of the portfolio and ranks #492 among its holdings. This is a return to the name: Principal Securities previously reported a position in DIVB as recently as Q3 2025.

Principal Securities first reported a position in DIVB in Q4 2023 and has held it in 9 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Principal Securities held 38,545 shares of iShares Core Dividend ETF worth $2.37M as of Q2 2026.
iShares Core Dividend ETF was a new Principal Securities position in Q2 2026.
iShares Core Dividend ETF made up 0.03% of Principal Securities's portfolio in Q2 2026, its #492 holding.
Principal Securities first reported a position in iShares Core Dividend ETF in Q4 2023 and has held it in 9 quarters since.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.