PWM
DIVB icon

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

Prosperity 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
2023
Q2 		– Sell
-8,725
Closed -$326K – 166
2023
Q1 		$326K Sell
8,725
-2,380
-21% -$90.5K 0.26% 72
2022
Q4 		$417K Buy
+11,105
New +$413K 0.39% 57

Other funds holding DIVB

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Prosperity Wealth Management's DIVB Position: Q2 2023 in Review

Prosperity Wealth Management sold out of iShares Core Dividend ETF (DIVB) in Q2 2023, closing a stake of 8,725 shares — an estimated $326K sold.

Prosperity Wealth Management first reported a position in DIVB in Q4 2022 and held it in 2 quarters. The position peaked at $417K in Q4 2022. 58 funds tracked by Wall St. Rank hold DIVB as of Q2 2023.

  • Prosperity Wealth Management reported no remaining iShares Core Dividend ETF position as of Q2 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 8,725 iShares Core Dividend ETF shares in Q2 2023, an estimated $326K.
  • Prosperity Wealth Management first reported a position in iShares Core Dividend ETF in Q4 2022 and held it in 2 quarters.
  • Prosperity Wealth Management's iShares Core Dividend ETF position peaked at $417K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2023.

Based on Prosperity Wealth Management's 13F filing for Q2 2023, filed 12 Sep 2023.