UAG
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United Advisor Group’s iShares Core Dividend ETF DIVB Stock Holding History

United Advisor Group’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 		$250K Buy
4,063
+265
+7% +$15.6K 0.03% 469
2026
Q1 		$205K Sell
3,798
-30
-0.8% -$1.65K 0.03% 486
2025
Q4 		$203K Buy
+3,828
New +$201K 0.03% 467

Other funds holding DIVB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
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

United Advisor Group's DIVB Position: Q2 2026 in Review

United Advisor Group increased its iShares Core Dividend ETF (DIVB) stake by 7% in Q2 2026, buying an estimated $15.6K and bringing the position to 4,063 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #469.

United Advisor Group first reported a position in DIVB in Q4 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • United Advisor Group held 4,063 shares of iShares Core Dividend ETF worth $250K as of Q2 2026.
  • United Advisor Group bought 265 iShares Core Dividend ETF shares in Q2 2026, an estimated $15.6K.
  • iShares Core Dividend ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #469 holding.
  • United Advisor Group first reported a position in iShares Core Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.