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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
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
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
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Principal Securities's DIVB Position: Q4 2025 in Review

Principal Securities sold out of iShares Core Dividend ETF (DIVB) in Q4 2025, closing a stake of 2,730 shares — an estimated $143K sold.

Principal Securities first reported a position in DIVB in Q4 2023 and held it in 8 quarters. The position peaked at $154K in Q4 2023. 148 funds tracked by Wall St. Rank hold DIVB as of Q4 2025.

  • Principal Securities reported no remaining iShares Core Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,730 iShares Core Dividend ETF shares in Q4 2025, an estimated $143K.
  • Principal Securities first reported a position in iShares Core Dividend ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's iShares Core Dividend ETF position peaked at $154K in Q4 2023.
  • 148 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.