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

WJ 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
2022 Q1	–	Sell	-199,004	Closed	-$8.5M	–	51
2021 Q4	$8.5M	Buy	199,004 +48,746	+32%	+$2.02M	5.08%	6
2021 Q3	$5.88M	Buy	+150,258	New	+$6.03M	3.91%	8

Other funds holding DIVB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FCAG

First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

WJ Wealth Management's DIVB Position: Q1 2022 in Review

WJ Wealth Management sold out of iShares Core Dividend ETF (DIVB) in Q1 2022, closing a stake of 199,004 shares — an estimated $8.5M sold.

WJ Wealth Management first reported a position in DIVB in Q3 2021 and held it in 2 quarters. The position peaked at $8.5M in Q4 2021. 62 funds tracked by Wall St. Rank hold DIVB as of Q1 2022.

WJ Wealth Management reported no remaining iShares Core Dividend ETF position as of Q1 2022 after selling out during the quarter.
WJ Wealth Management sold 199,004 iShares Core Dividend ETF shares in Q1 2022, an estimated $8.5M.
WJ Wealth Management first reported a position in iShares Core Dividend ETF in Q3 2021 and held it in 2 quarters.
WJ Wealth Management's iShares Core Dividend ETF position peaked at $8.5M in Q4 2021.
62 funds tracked by Wall St. Rank held iShares Core Dividend ETF as of Q1 2022.

Based on WJ Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.