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RVW Wealth’s iShares Core Dividend ETF DIVB Stock Holding History

RVW Wealth’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
Q4 		– Sell
-1,611
Closed -$60K – 205
2023
Q3 		$60K Buy
+1,611
New +$62.4K 0.01% 214
2020
Q2 		– Sell
-310,345
Closed -$7.14M – 95
2020
Q1 		$7.14M Buy
+310,345
New +$8.78M 1.67% 22

Other funds holding DIVB

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return

RVW Wealth's DIVB Position: Q4 2023 in Review

RVW Wealth sold out of iShares Core Dividend ETF (DIVB) in Q4 2023, closing a stake of 1,611 shares — an estimated $60K sold.

RVW Wealth first reported a position in DIVB in Q1 2020 and held it in 2 quarters. The position peaked at $7.14M in Q1 2020. 66 funds tracked by Wall St. Rank hold DIVB as of Q4 2023.

  • RVW Wealth reported no remaining iShares Core Dividend ETF position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 1,611 iShares Core Dividend ETF shares in Q4 2023, an estimated $60K.
  • RVW Wealth first reported a position in iShares Core Dividend ETF in Q1 2020 and held it in 2 quarters.
  • RVW Wealth's iShares Core Dividend ETF position peaked at $7.14M in Q1 2020.
  • 66 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.