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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.51M Buy
69,785
+7,672
+12% +$386K 2.19% 8
2025
Q1
$3.01M Buy
62,113
+5,849
+10% +$284K 2.1% 9
2024
Q4
$2.67M Buy
56,264
+3,563
+7% +$169K 1.85% 11
2024
Q3
$2.55M Buy
52,701
+4,186
+9% +$203K 1.76% 11
2024
Q2
$2.15M Buy
48,515
+4,207
+9% +$186K 1.65% 12
2024
Q1
$1.97M Buy
44,308
+1,530
+4% +$68.1K 1.5% 13
2023
Q4
$1.76M Buy
+42,778
New +$1.76M 1.44% 13