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 |
|