Root Financial Partners’s iShares Core Dividend ETF DIVB Stock Holding History

Root Financial Partners’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 Q3	$8.19K	Buy	+127	New	+$8.44K	﹤0.01%	2014

Other funds holding DIVB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Aspire Capital Advisors Seattle, Washington $527M AUM 14.17% 1-Year Est. Return

Root Financial Partners's DIVB Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Core Dividend ETF (DIVB) in Q3 2026: 127 shares worth $8.19K. The stake represents ﹤0.01% of the portfolio and ranks #2014 among its holdings.

177 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

Root Financial Partners held 127 shares of iShares Core Dividend ETF worth $8.19K as of Q3 2026.
iShares Core Dividend ETF was a new Root Financial Partners position in Q3 2026.
iShares Core Dividend ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2014 holding.
177 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.