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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
Q2 		$210K Buy
+3,409
New +$200K 0.01% 390

Other funds holding DIVB

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
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

Trilogy Capital's DIVB Position: Q2 2026 in Review

Trilogy Capital opened a new position in iShares Core Dividend ETF (DIVB) in Q2 2026: 3,409 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #390 among its holdings.

23 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Trilogy Capital held 3,409 shares of iShares Core Dividend ETF worth $210K as of Q2 2026.
  • iShares Core Dividend ETF was a new Trilogy Capital position in Q2 2026.
  • iShares Core Dividend ETF made up 0.01% of Trilogy Capital's portfolio in Q2 2026, its #390 holding.
  • 23 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.