Waverly Advisors’s iShares Core Dividend ETF DIVB Stock Holding History

Waverly 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 Q2	$338K	Buy	+5,479	New	+$322K	﹤0.01%	1350

Other funds holding DIVB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

Waverly Advisors's DIVB Position: Q2 2026 in Review

Waverly Advisors opened a new position in iShares Core Dividend ETF (DIVB) in Q2 2026: 5,479 shares worth $338K. The stake represents ﹤0.01% of the portfolio and ranks #1350 among its holdings.

169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Waverly Advisors held 5,479 shares of iShares Core Dividend ETF worth $338K as of Q2 2026.
iShares Core Dividend ETF was a new Waverly Advisors position in Q2 2026.
iShares Core Dividend ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1350 holding.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.