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

Taylor 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	$4.96M	Buy	80,488 +3,498	+5%	+$205K	2.73%	5
2026 Q1	$4.15M	Buy	76,990 +2,725	+4%	+$150K	2.52%	7
2025 Q4	$3.95M	Sell	74,265 -349	-0.5%	-$18.3K	2.32%	6
2025 Q3	$3.9M	Buy	74,614 +4,829	+7%	+$247K	2.24%	8
2025 Q2	$3.51M	Buy	69,785 +7,672	+12%	+$365K	2.19%	8
2025 Q1	$3.01M	Buy	62,113 +5,849	+10%	+$287K	2.1%	9
2024 Q4	$2.67M	Buy	56,264 +3,563	+7%	+$175K	1.85%	11
2024 Q3	$2.55M	Buy	52,701 +4,186	+9%	+$194K	1.76%	11
2024 Q2	$2.15M	Buy	48,515 +4,207	+9%	+$184K	1.65%	12
2024 Q1	$1.97M	Buy	44,308 +1,530	+4%	+$64.4K	1.5%	13
2023 Q4	$1.76M	Buy	+42,778	New	+$1.63M	1.44%	13

Other funds holding DIVB

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

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 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

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

Taylor Financial Group increased its iShares Core Dividend ETF (DIVB) stake by 4.5% in Q2 2026, buying an estimated $205K and bringing the position to 80,488 shares worth $4.96M. The position accounts for 2.73% of the portfolio, ranked #5.

Taylor Financial Group first reported a position in DIVB in Q4 2023 and has held it in 11 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Taylor Financial Group held 80,488 shares of iShares Core Dividend ETF worth $4.96M as of Q2 2026.
Taylor Financial Group bought 3,498 iShares Core Dividend ETF shares in Q2 2026, an estimated $205K.
iShares Core Dividend ETF made up 2.73% of Taylor Financial Group's portfolio in Q2 2026, its #5 holding.
Taylor Financial Group first reported a position in iShares Core Dividend ETF in Q4 2023 and has held it in 11 quarters since.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.