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Sequoia Financial Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

Sequoia Financial 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
2025
Q2 		– Sell
-6,432
Closed -$312K – 1602
2025
Q1 		$312K Buy
+6,432
New +$315K ﹤0.01% 1045

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 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
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sequoia Financial Advisors's DIVB Position: Q2 2025 in Review

Sequoia Financial Advisors sold out of iShares Core Dividend ETF (DIVB) in Q2 2025, closing a stake of 6,432 shares — an estimated $312K sold.

Sequoia Financial Advisors first reported a position in DIVB in Q1 2025 and held it in 1 quarter. The position peaked at $312K in Q1 2025. 138 funds tracked by Wall St. Rank hold DIVB as of Q2 2025.

  • Sequoia Financial Advisors reported no remaining iShares Core Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 6,432 iShares Core Dividend ETF shares in Q2 2025, an estimated $312K.
  • Sequoia Financial Advisors first reported a position in iShares Core Dividend ETF in Q1 2025 and held it in 1 quarter.
  • Sequoia Financial Advisors's iShares Core Dividend ETF position peaked at $312K in Q1 2025.
  • 138 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2025.

Based on Sequoia Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.