WealthPLAN Partners’s iShares Core Dividend ETF DIVB Stock Holding History

WealthPLAN Partners’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 Q4	–	Sell	-7,549	Closed	-$281K	–	326
2023 Q3	$281K	Buy	7,549 +280	+4%	+$10.9K	0.03%	269
2023 Q2	$278K	Buy	7,269 +49	+0.7%	+$1.82K	0.04%	250
2023 Q1	$270K	Buy	7,220 +1,160	+19%	+$44.1K	0.03%	264
2022 Q4	$238K	Buy	+6,060	New	+$225K	0.02%	346
2022 Q1	$229K	Buy	+5,862	New	+$244K	0.02%	358

Other funds holding DIVB

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PPWM

PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ATC

Argent Trust Co Nashville, Tennessee $3.46B AUM 30.37% 1-Year Est. Return

WealthPLAN Partners's DIVB Position: Q4 2023 in Review

WealthPLAN Partners sold out of iShares Core Dividend ETF (DIVB) in Q4 2023, closing a stake of 7,549 shares — an estimated $281K sold.

WealthPLAN Partners first reported a position in DIVB in Q1 2022 and held it in 5 quarters. The position peaked at $281K in Q3 2023. 66 funds tracked by Wall St. Rank hold DIVB as of Q4 2023.

WealthPLAN Partners reported no remaining iShares Core Dividend ETF position as of Q4 2023 after selling out during the quarter.
WealthPLAN Partners sold 7,549 iShares Core Dividend ETF shares in Q4 2023, an estimated $281K.
WealthPLAN Partners first reported a position in iShares Core Dividend ETF in Q1 2022 and held it in 5 quarters.
WealthPLAN Partners's iShares Core Dividend ETF position peaked at $281K in Q3 2023.
66 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q4 2023.

Based on WealthPLAN Partners's 13F filing for Q4 2023, filed 5 Jan 2024.