Western Wealth Management’s iShares Core Dividend ETF DIVB Stock Holding History

Western Wealth 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
2026 Q2	$2.48M	Buy	40,284 +9,298	+30%	+$546K	0.08%	257
2026 Q1	$1.67M	Buy	30,986 +878	+3%	+$48.2K	0.06%	311
2025 Q4	$1.6M	Buy	30,108 +1,832	+6%	+$96.1K	0.07%	257
2025 Q3	$1.48M	Buy	28,276 +1,372	+5%	+$70.3K	0.08%	232
2025 Q2	$1.35M	Buy	26,904 +7,956	+42%	+$378K	0.08%	221
2025 Q1	$919K	Buy	18,948 +4,094	+28%	+$201K	0.06%	274
2024 Q4	$704K	Buy	14,854 +738	+5%	+$36.2K	0.04%	369
2024 Q3	$684K	Sell	14,116 -1,664	-11%	-$77.2K	0.04%	379
2024 Q2	$698K	Buy	15,780 +983	+7%	+$42.9K	0.05%	290
2024 Q1	$658K	Buy	+14,797	New	+$622K	0.05%	303

Other funds holding DIVB

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

Western Wealth Management's DIVB Position: Q2 2026 in Review

Western Wealth Management increased its iShares Core Dividend ETF (DIVB) stake by 30% in Q2 2026, buying an estimated $546K and bringing the position to 40,284 shares worth $2.48M. The position accounts for 0.08% of the portfolio, ranked #257.

Western Wealth Management first reported a position in DIVB in Q1 2024 and has held it in 10 quarters since. 169 funds tracked by Wall St. Rank hold DIVB as of Q2 2026.

Western Wealth Management held 40,284 shares of iShares Core Dividend ETF worth $2.48M as of Q2 2026.
Western Wealth Management bought 9,298 iShares Core Dividend ETF shares in Q2 2026, an estimated $546K.
iShares Core Dividend ETF made up 0.08% of Western Wealth Management's portfolio in Q2 2026, its #257 holding.
Western Wealth Management first reported a position in iShares Core Dividend ETF in Q1 2024 and has held it in 10 quarters since.
169 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.