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

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

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

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. 23 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.
23 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.