WFP
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Welch Financial Planning’s iShares Core Dividend ETF DIVB Stock Holding History

Welch Financial Planning’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 		$14.4M Buy
234,487
+2,930
+1% +$172K 8.42% 2
2026
Q1 		$12.5M Buy
231,557
+3,083
+1% +$169K 8.98% 1
2025
Q4 		$12.1M Buy
+228,474
New +$12M 8.84% 4

Other funds holding DIVB

IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACA
Aspire Capital Advisors Seattle, Washington $514M AUM 19.47% 1-Year Est. Return
ACM
Absolute Capital Management Pittsburgh, Pennsylvania $401M AUM 36.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

Welch Financial Planning's DIVB Position: Q2 2026 in Review

Welch Financial Planning increased its iShares Core Dividend ETF (DIVB) stake by 1.3% in Q2 2026, buying an estimated $172K and bringing the position to 234,487 shares worth $14.4M. The position accounts for 8.42% of the portfolio, ranked #2.

Welch Financial Planning first reported a position in DIVB in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

  • Welch Financial Planning held 234,487 shares of iShares Core Dividend ETF worth $14.4M as of Q2 2026.
  • Welch Financial Planning bought 2,930 iShares Core Dividend ETF shares in Q2 2026, an estimated $172K.
  • iShares Core Dividend ETF made up 8.42% of Welch Financial Planning's portfolio in Q2 2026, its #2 holding.
  • Welch Financial Planning first reported a position in iShares Core Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.