TruWealth Advisors’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
$249K Sell
4,951
-98
-2% -$4.93K 0.01% 155
2025
Q1
$245K Buy
5,049
+814
+19% +$39.5K 0.01% 143
2024
Q4
$201K Hold
4,235
0.01% 161
2024
Q3
$205K Buy
+4,235
New +$205K 0.01% 158