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 Q2	$337K	Sell	5,469 -8	-0.1%	-$470	0.02%	239
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 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

RMR Wealth Builders's DIVB Position: Q2 2026 in Review

RMR Wealth Builders reduced its iShares Core Dividend ETF (DIVB) stake by 0.15% in Q2 2026, selling an estimated $470 and leaving 5,469 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #239.

RMR Wealth Builders first reported a position in DIVB in Q3 2023 and has held it in 12 quarters since. The position peaked at $828K in Q3 2023. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

RMR Wealth Builders held 5,469 shares of iShares Core Dividend ETF worth $337K as of Q2 2026.
RMR Wealth Builders sold 8 iShares Core Dividend ETF shares in Q2 2026, an estimated $470.
iShares Core Dividend ETF made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #239 holding.
RMR Wealth Builders first reported a position in iShares Core Dividend ETF in Q3 2023 and has held it in 12 quarters since.
RMR Wealth Builders's iShares Core Dividend ETF position peaked at $828K in Q3 2023.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.