Trilogy Capital
DIVB icon

Trilogy Capital’s iShares Core Dividend ETF DIVB Stock Holding History

Trilogy Capital’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
Q3 		$341K Buy
5,292
+1,883
+55% +$125K 0.01% 316
2026
Q2 		$210K Buy
+3,409
New +$200K 0.01% 390

Other funds holding DIVB

Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return
Legacy Wealth Partners (Colorado)
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
Absolute Capital Management
Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Trilogy Capital's DIVB Position: Q3 2026 in Review

Trilogy Capital increased its iShares Core Dividend ETF (DIVB) stake by 55% in Q3 2026, buying an estimated $125K and bringing the position to 5,292 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #316.

Trilogy Capital first reported a position in DIVB in Q2 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

  • Trilogy Capital held 5,292 shares of iShares Core Dividend ETF worth $341K as of Q3 2026.
  • Trilogy Capital bought 1,883 iShares Core Dividend ETF shares in Q3 2026, an estimated $125K.
  • iShares Core Dividend ETF made up 0.01% of Trilogy Capital's portfolio in Q3 2026, its #316 holding.
  • Trilogy Capital first reported a position in iShares Core Dividend ETF in Q2 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.