TruWealth Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

TruWealth Advisors’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 Q1	$282K	Buy	5,230 +279	+6%	+$15.3K	0.01%	150
2025 Q4	$263K	Hold	4,951	–	–	0.01%	154
2025 Q3	$259K	Hold	4,951	–	–	0.01%	159
2025 Q2	$249K	Sell	4,951 -98	-2%	-$4.66K	0.01%	155
2025 Q1	$245K	Buy	5,049 +814	+19%	+$39.9K	0.01%	143
2024 Q4	$201K	Hold	4,235	–	–	0.01%	161
2024 Q3	$205K	Buy	+4,235	New	+$196K	0.01%	158

Other funds holding DIVB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

TruWealth Advisors's DIVB Position: Q1 2026 in Review

TruWealth Advisors increased its iShares Core Dividend ETF (DIVB) stake by 5.6% in Q1 2026, buying an estimated $15.3K and bringing the position to 5,230 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #150.

TruWealth Advisors first reported a position in DIVB in Q3 2024 and has held it in 7 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

TruWealth Advisors held 5,230 shares of iShares Core Dividend ETF worth $282K as of Q1 2026.
TruWealth Advisors bought 279 iShares Core Dividend ETF shares in Q1 2026, an estimated $15.3K.
iShares Core Dividend ETF made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #150 holding.
TruWealth Advisors first reported a position in iShares Core Dividend ETF in Q3 2024 and has held it in 7 quarters since.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.