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 Q3	$14.7M	Sell	227,788 -6,699	-3%	-$445K	8.25%	2
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

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Welch Financial Planning's DIVB Position: Q3 2026 in Review

Welch Financial Planning reduced its iShares Core Dividend ETF (DIVB) stake by 2.9% in Q3 2026, selling an estimated $445K and leaving 227,788 shares worth $14.7M. The position accounts for 8.25% of the portfolio, ranked #2.

Welch Financial Planning first reported a position in DIVB in Q4 2025 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold DIVB as of Q3 2026.

Welch Financial Planning held 227,788 shares of iShares Core Dividend ETF worth $14.7M as of Q3 2026.
Welch Financial Planning sold 6,699 iShares Core Dividend ETF shares in Q3 2026, an estimated $445K.
iShares Core Dividend ETF made up 8.25% of Welch Financial Planning's portfolio in Q3 2026, its #2 holding.
Welch Financial Planning first reported a position in iShares Core Dividend ETF in Q4 2025 and has held it in 4 quarters since.
144 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q3 2026.

Based on Welch Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.