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Sunburst Financial Group’s iShares Core Dividend ETF DIVB Stock Holding History

Sunburst Financial Group’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 		$19.5M Buy
317,289
+14,744
+5% +$866K 3.17% 11
2026
Q1 		$16.3M Buy
302,545
+16,667
+6% +$915K 3.01% 12
2025
Q4 		$15.2M Buy
285,878
+23,757
+9% +$1.25M 3.07% 9
2025
Q3 		$13.7M Buy
+262,121
New +$13.4M 2.88% 9

Other funds holding DIVB

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Sunburst Financial Group's DIVB Position: Q2 2026 in Review

Sunburst Financial Group increased its iShares Core Dividend ETF (DIVB) stake by 4.9% in Q2 2026, buying an estimated $866K and bringing the position to 317,289 shares worth $19.5M. The position accounts for 3.17% of the portfolio, ranked #11.

Sunburst Financial Group first reported a position in DIVB in Q3 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Sunburst Financial Group held 317,289 shares of iShares Core Dividend ETF worth $19.5M as of Q2 2026.
  • Sunburst Financial Group bought 14,744 iShares Core Dividend ETF shares in Q2 2026, an estimated $866K.
  • iShares Core Dividend ETF made up 3.17% of Sunburst Financial Group's portfolio in Q2 2026, its #11 holding.
  • Sunburst Financial Group first reported a position in iShares Core Dividend ETF in Q3 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.