Valley National Advisers’s iShares Core Dividend ETF DIVB Stock Holding History

Valley National Advisers’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	$343K	Buy	6,383 +308	+5%	+$16.9K	0.04%	202
2025 Q4	$322K	Buy	6,075 +96	+2%	+$5.04K	0.04%	203
2025 Q3	$312K	Buy	5,979 +24	+0.4%	+$1.23K	0.05%	196
2025 Q2	$299K	Buy	5,955 +812	+16%	+$38.6K	0.05%	203
2025 Q1	$248K	Buy	5,143 +1,757	+52%	+$86.1K	0.04%	214
2024 Q4	$159K	Buy	3,386 +1,091	+48%	+$53.6K	0.03%	243
2024 Q3	$110K	Buy	2,295 +1,789	+354%	+$83K	0.02%	273
2024 Q2	$22K	Hold	506	–	–	﹤0.01%	496
2024 Q1	$22K	Buy	+506	New	+$21.3K	﹤0.01%	508

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

Valley National Advisers's DIVB Position: Q1 2026 in Review

Valley National Advisers increased its iShares Core Dividend ETF (DIVB) stake by 5.1% in Q1 2026, buying an estimated $16.9K and bringing the position to 6,383 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #202.

Valley National Advisers first reported a position in DIVB in Q1 2024 and has held it in 9 quarters since. 155 funds tracked by Wall St. Rank hold DIVB as of Q1 2026.

Valley National Advisers held 6,383 shares of iShares Core Dividend ETF worth $343K as of Q1 2026.
Valley National Advisers bought 308 iShares Core Dividend ETF shares in Q1 2026, an estimated $16.9K.
iShares Core Dividend ETF made up 0.04% of Valley National Advisers's portfolio in Q1 2026, its #202 holding.
Valley National Advisers first reported a position in iShares Core Dividend ETF in Q1 2024 and has held it in 9 quarters since.
155 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.