San Luis Wealth Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

San Luis Wealth Advisors’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	$19.1M	Buy	309,592 +1,680	+0.5%	+$98.7K	2.87%	7
2026 Q1	$16.6M	Buy	307,912 +10,505	+4%	+$577K	2.75%	8
2025 Q4	$15.8M	Buy	297,407 +58,270	+24%	+$3.06M	2.65%	8
2025 Q3	$12.5M	Buy	239,137 +80,595	+51%	+$4.13M	2.25%	10
2025 Q2	$7.98M	Buy	+158,542	New	+$7.54M	1.71%	15

Other funds holding DIVB

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

San Luis Wealth Advisors's DIVB Position: Q2 2026 in Review

San Luis Wealth Advisors increased its iShares Core Dividend ETF (DIVB) stake by 0.55% in Q2 2026, buying an estimated $98.7K and bringing the position to 309,592 shares worth $19.1M. The position accounts for 2.87% of the portfolio, ranked #7.

San Luis Wealth Advisors first reported a position in DIVB in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

San Luis Wealth Advisors held 309,592 shares of iShares Core Dividend ETF worth $19.1M as of Q2 2026.
San Luis Wealth Advisors bought 1,680 iShares Core Dividend ETF shares in Q2 2026, an estimated $98.7K.
iShares Core Dividend ETF made up 2.87% of San Luis Wealth Advisors's portfolio in Q2 2026, its #7 holding.
San Luis Wealth Advisors first reported a position in iShares Core Dividend ETF in Q2 2025 and has held it in 5 quarters since.
23 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.