U.S. Capital Wealth Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

U.S. Capital Wealth 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	$1.04M	Buy	19,240 +1,347	+8%	+$74K	0.03%	506
2025 Q4	$951K	Buy	17,893 +870	+5%	+$45.6K	0.02%	506
2025 Q3	$889K	Buy	17,023 +5,216	+44%	+$267K	0.02%	495
2025 Q2	$594K	Hold	11,807	–	–	0.02%	554
2025 Q1	$573K	Buy	11,807 +2,863	+32%	+$140K	0.02%	557
2024 Q4	$424K	Hold	8,944	–	–	0.01%	603
2024 Q3	$433K	Hold	8,944	–	–	0.02%	511
2024 Q2	$396K	Buy	8,944 +697	+8%	+$30.4K	0.02%	500
2024 Q1	$367K	Hold	8,247	–	–	0.01%	525
2023 Q4	$339K	Buy	+8,247	New	+$314K	0.01%	528

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 $879M 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

U.S. Capital Wealth Advisors's DIVB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Core Dividend ETF (DIVB) stake by 7.5% in Q1 2026, buying an estimated $74K and bringing the position to 19,240 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #506.

U.S. Capital Wealth Advisors first reported a position in DIVB in Q4 2023 and has held it in 10 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

U.S. Capital Wealth Advisors held 19,240 shares of iShares Core Dividend ETF worth $1.04M as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,347 iShares Core Dividend ETF shares in Q1 2026, an estimated $74K.
iShares Core Dividend ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #506 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Core Dividend ETF in Q4 2023 and has held it in 10 quarters since.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.