Wealth Enhancement Advisory Services
DIVB icon

Wealth Enhancement Advisory Services’s iShares Core Dividend ETF DIVB Stock Holding History

Wealth Enhancement Advisory Services’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 		$732K Sell
11,509
-315
-3% -$18.5K ﹤0.01% 2335
2026
Q1 		$639K Sell
11,824
-7,999
-40% -$439K ﹤0.01% 2134
2025
Q4 		$1.08M Sell
19,823
-794
-4% -$41.6K ﹤0.01% 1909
2025
Q3 		$1.08M Buy
20,617
+3,517
+21% +$180K ﹤0.01% 1809
2025
Q2 		$880K Buy
17,100
+175
+1% +$8.32K ﹤0.01% 1829
2025
Q1 		$821K Buy
16,925
+972
+6% +$47.6K ﹤0.01% 1707
2024
Q4 		$756K Buy
15,953
+2,756
+21% +$135K ﹤0.01% 1707
2024
Q3 		$639K Buy
13,197
+74
+0.6% +$3.43K ﹤0.01% 1651
2024
Q2 		$581K Buy
13,123
+5,728
+77% +$250K ﹤0.01% 1558
2024
Q1 		$329K Buy
7,395
+1,236
+20% +$52K ﹤0.01% 1858
2023
Q4 		$253K Buy
+6,159
New +$235K ﹤0.01% 1945

Other funds holding DIVB

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
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Wealth Enhancement Advisory Services's DIVB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Core Dividend ETF (DIVB) stake by 2.7% in Q2 2026, selling an estimated $18.5K and leaving 11,509 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

Wealth Enhancement Advisory Services first reported a position in DIVB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2025. 23 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,509 shares of iShares Core Dividend ETF worth $732K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 315 iShares Core Dividend ETF shares in Q2 2026, an estimated $18.5K.
  • iShares Core Dividend ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2335 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Core Dividend ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's iShares Core Dividend ETF position peaked at $1.08M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.