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WealthPlan Investment Management’s iShares Core Dividend ETF DIVB Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-6,060
Closed -$239K – 467
2022
Q4 		$239K Buy
6,060
+135
+2% +$5.02K 0.02% 346
2022
Q3 		$226K Buy
+5,925
New +$223K 0.02% 333
2022
Q1 		$229K Buy
+5,862
New +$244K 0.02% 358

Other funds holding DIVB

Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
PWM
Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthPlan Investment Management's DIVB Position: Q1 2023 in Review

WealthPlan Investment Management sold out of iShares Core Dividend ETF (DIVB) in Q1 2023, closing a stake of 6,060 shares — an estimated $239K sold.

WealthPlan Investment Management first reported a position in DIVB in Q1 2022 and held it in 3 quarters. The position peaked at $239K in Q4 2022. 61 funds tracked by Wall St. Rank hold DIVB as of Q1 2023.

  • WealthPlan Investment Management reported no remaining iShares Core Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 6,060 iShares Core Dividend ETF shares in Q1 2023, an estimated $239K.
  • WealthPlan Investment Management first reported a position in iShares Core Dividend ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's iShares Core Dividend ETF position peaked at $239K in Q4 2022.
  • 61 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.