Sovran Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

Sovran 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 Q1	$1.23M	Sell	21,309 -467	-2%	-$25.6K	0.1%	211
2025 Q4	$1.19M	Sell	21,776 -4,921	-18%	-$258K	0.1%	206
2025 Q3	$1.39M	Sell	26,697 -576	-2%	-$29.5K	0.12%	180
2025 Q2	$1.39M	Buy	27,273 +2,458	+10%	+$117K	0.15%	158
2025 Q1	$1.12M	Buy	24,815 +250	+1%	+$12.3K	0.14%	157
2024 Q4	$1.17M	Buy	+24,565	New	+$1.21M	0.17%	138

Other funds holding DIVB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

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

Sovran Advisors's DIVB Position: Q1 2026 in Review

Sovran Advisors reduced its iShares Core Dividend ETF (DIVB) stake by 2.1% in Q1 2026, selling an estimated $25.6K and leaving 21,309 shares worth $1.23M. The position accounts for 0.1% of the portfolio, ranked #211.

Sovran Advisors first reported a position in DIVB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.39M in Q2 2025. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

Sovran Advisors held 21,309 shares of iShares Core Dividend ETF worth $1.23M as of Q1 2026.
Sovran Advisors sold 467 iShares Core Dividend ETF shares in Q1 2026, an estimated $25.6K.
iShares Core Dividend ETF made up 0.1% of Sovran Advisors's portfolio in Q1 2026, its #211 holding.
Sovran Advisors first reported a position in iShares Core Dividend ETF in Q4 2024 and has held it in 6 quarters since.
Sovran Advisors's iShares Core Dividend ETF position peaked at $1.39M in Q2 2025.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.