Verity Asset Management
DIVB icon

Verity Asset Management’s iShares Core Dividend ETF DIVB Stock Holding History

Verity Asset Management’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
2024
Q4 		– Sell
-74,591
Closed -$3.61M – 197
2024
Q3 		$3.61M Buy
+74,591
New +$3.46M 1.36% 14

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Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Verity Asset Management's DIVB Position: Q4 2024 in Review

Verity Asset Management sold out of iShares Core Dividend ETF (DIVB) in Q4 2024, closing a stake of 74,591 shares — an estimated $3.61M sold.

Verity Asset Management first reported a position in DIVB in Q3 2024 and held it in 1 quarter. The position peaked at $3.61M in Q3 2024. 107 funds tracked by Wall St. Rank hold DIVB as of Q4 2024.

  • Verity Asset Management reported no remaining iShares Core Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Verity Asset Management sold 74,591 iShares Core Dividend ETF shares in Q4 2024, an estimated $3.61M.
  • Verity Asset Management first reported a position in iShares Core Dividend ETF in Q3 2024 and held it in 1 quarter.
  • Verity Asset Management's iShares Core Dividend ETF position peaked at $3.61M in Q3 2024.
  • 107 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q4 2024.

Based on Verity Asset Management's 13F filing for Q4 2024, filed 27 Jan 2025.