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 Q3	$852K	Buy	12,850 +1,341	+12%	+$89.1K	﹤0.01%	2315
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Aspire Capital Advisors Seattle, Washington $527M AUM 14.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's DIVB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Core Dividend ETF (DIVB) stake by 12% in Q3 2026, buying an estimated $89.1K and bringing the position to 12,850 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

Wealth Enhancement Advisory Services first reported a position in DIVB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q4 2025. 177 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

Wealth Enhancement Advisory Services held 12,850 shares of iShares Core Dividend ETF worth $852K as of Q3 2026.
Wealth Enhancement Advisory Services bought 1,341 iShares Core Dividend ETF shares in Q3 2026, an estimated $89.1K.
iShares Core Dividend ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2315 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Core Dividend ETF in Q4 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares Core Dividend ETF position peaked at $1.08M in Q4 2025.
177 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.