Steward Partners Investment Advisory’s iShares Core Dividend ETF DIVB Stock Holding History

Steward Partners Investment Advisory’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	$41.5M	Buy	768,556 +84,726	+12%	+$4.65M	0.21%	86
2025 Q4	$36.3M	Buy	683,830 +11,997	+2%	+$629K	0.2%	97
2025 Q3	$35.1M	Buy	671,833 +41,533	+7%	+$2.13M	0.2%	93
2025 Q2	$31.7M	Buy	630,300 +219,781	+54%	+$10.5M	0.25%	81
2025 Q1	$19.9M	Buy	410,519 +34,332	+9%	+$1.68M	0.18%	116
2024 Q4	$17.8M	Buy	376,187 +12,782	+4%	+$628K	0.16%	130
2024 Q3	$17.6M	Buy	363,405 +69,477	+24%	+$3.22M	0.16%	131
2024 Q2	$13M	Sell	293,928 -1,537	-0.5%	-$67.1K	0.14%	157
2024 Q1	$13.1M	Buy	+295,465	New	+$12.4M	0.15%	153
2023 Q1	–	Sell	-7	Closed	-$263	–	3334
2022 Q4	$263	Buy	+7	New	+$260	﹤0.01%	3243
2022 Q3	–	Sell	-12	Closed	–	–	3261
2022 Q2	$0	Hold	12	–	–	﹤0.01%	3265
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	3170
2021 Q4	$1K	Buy	+12	New	+$497	﹤0.01%	3080

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Steward Partners Investment Advisory's DIVB Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares Core Dividend ETF (DIVB) stake by 12% in Q1 2026, buying an estimated $4.65M and bringing the position to 768,556 shares worth $41.5M. The position accounts for 0.21% of the portfolio, ranked #86.

Steward Partners Investment Advisory first reported a position in DIVB in Q4 2021 and has held it in 13 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

Steward Partners Investment Advisory held 768,556 shares of iShares Core Dividend ETF worth $41.5M as of Q1 2026.
Steward Partners Investment Advisory bought 84,726 iShares Core Dividend ETF shares in Q1 2026, an estimated $4.65M.
iShares Core Dividend ETF made up 0.21% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #86 holding.
Steward Partners Investment Advisory first reported a position in iShares Core Dividend ETF in Q4 2021 and has held it in 13 quarters since.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.