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Spire Wealth Management’s iShares Core Dividend ETF DIVB Stock Holding History

Spire Wealth Management’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 		$170K Hold
2,762
– – 0.01% 835
2026
Q1 		$149K Sell
2,762
-213
-7% -$11.7K 0.01% 869
2025
Q4 		$158K Hold
2,975
– – 0.01% 862
2025
Q3 		$155K Sell
2,975
-15
-0.5% -$769 0.01% 855
2025
Q2 		$150K Buy
+2,990
New +$142K 0.01% 838

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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

Spire Wealth Management's DIVB Position: Q2 2026 in Review

Spire Wealth Management held its iShares Core Dividend ETF (DIVB) position steady in Q2 2026 at 2,762 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #835.

Spire Wealth Management first reported a position in DIVB in Q2 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Spire Wealth Management held 2,762 shares of iShares Core Dividend ETF worth $170K as of Q2 2026.
  • Spire Wealth Management left its iShares Core Dividend ETF share count unchanged in Q2 2026.
  • iShares Core Dividend ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #835 holding.
  • Spire Wealth Management first reported a position in iShares Core Dividend ETF in Q2 2025 and has held it in 5 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.