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RMR Wealth Builders’s iShares Core Dividend ETF DIVB Stock Holding History

RMR Wealth Builders’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 		$295K Buy
5,477
+1,196
+28% +$65.7K 0.02% 232
2025
Q4 		$228K Sell
4,281
-951
-18% -$49.9K 0.02% 260
2025
Q3 		$273K Sell
5,232
-335
-6% -$17.2K 0.02% 239
2025
Q2 		$280K Sell
5,567
-171
-3% -$8.13K 0.03% 238
2025
Q1 		$278K Sell
5,738
-394
-6% -$19.3K 0.03% 215
2024
Q4 		$291K Buy
6,132
+29
+0.5% +$1.42K 0.03% 214
2024
Q3 		$296K Buy
6,103
+29
+0.5% +$1.34K 0.03% 207
2024
Q2 		$269K Sell
6,074
-59
-1% -$2.58K 0.03% 212
2024
Q1 		$273K Sell
6,133
-4,287
-41% -$180K 0.03% 218
2023
Q4 		$428K Sell
10,420
-11,812
-53% -$450K 0.06% 159
2023
Q3 		$828K Buy
+22,232
New +$862K 0.13% 83

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

RMR Wealth Builders's DIVB Position: Q1 2026 in Review

RMR Wealth Builders increased its iShares Core Dividend ETF (DIVB) stake by 28% in Q1 2026, buying an estimated $65.7K and bringing the position to 5,477 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #232.

RMR Wealth Builders first reported a position in DIVB in Q3 2023 and has held it in 11 quarters since. The position peaked at $828K in Q3 2023. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

  • RMR Wealth Builders held 5,477 shares of iShares Core Dividend ETF worth $295K as of Q1 2026.
  • RMR Wealth Builders bought 1,196 iShares Core Dividend ETF shares in Q1 2026, an estimated $65.7K.
  • iShares Core Dividend ETF made up 0.02% of RMR Wealth Builders's portfolio in Q1 2026, its #232 holding.
  • RMR Wealth Builders first reported a position in iShares Core Dividend ETF in Q3 2023 and has held it in 11 quarters since.
  • RMR Wealth Builders's iShares Core Dividend ETF position peaked at $828K in Q3 2023.
  • 155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.