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

Shepherd 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 Q2	$314K	Hold	5,097	–	–	0.03%	202
2026 Q1	$275K	Hold	5,097	–	–	0.03%	208
2025 Q4	$271K	Hold	5,097	–	–	0.03%	208
2025 Q3	$266K	Hold	5,097	–	–	0.03%	212
2025 Q2	$256K	Hold	5,097	–	–	0.03%	214
2025 Q1	$247K	Hold	5,097	–	–	0.03%	212
2024 Q4	$242K	Buy	+5,097	New	+$250K	0.03%	200

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

Shepherd Financial Partners's DIVB Position: Q2 2026 in Review

Shepherd Financial Partners held its iShares Core Dividend ETF (DIVB) position steady in Q2 2026 at 5,097 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #202.

Shepherd Financial Partners first reported a position in DIVB in Q4 2024 and has held it in 7 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Shepherd Financial Partners held 5,097 shares of iShares Core Dividend ETF worth $314K as of Q2 2026.
Shepherd Financial Partners left its iShares Core Dividend ETF share count unchanged in Q2 2026.
iShares Core Dividend ETF made up 0.03% of Shepherd Financial Partners's portfolio in Q2 2026, its #202 holding.
Shepherd Financial Partners first reported a position in iShares Core Dividend ETF in Q4 2024 and has held it in 7 quarters since.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.