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AE Wealth Management’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

AE Wealth Management’s Portfolio IVVB Stock Details IVVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.49K Hold
140
– – ﹤0.01% 2390
2025
Q4 		$4.63K Hold
140
– – ﹤0.01% 2242
2025
Q3 		$4.58K Buy
+140
New +$4.46K ﹤0.01% 2093

Other funds holding IVVB

WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

AE Wealth Management's IVVB Position: Q1 2026 in Review

AE Wealth Management held its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) position steady in Q1 2026 at 140 shares worth $4.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2390.

AE Wealth Management first reported a position in IVVB in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.63K in Q4 2025. 28 funds tracked by Wall St. Rank hold IVVB as of Q1 2026.

  • AE Wealth Management held 140 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $4.49K as of Q1 2026.
  • AE Wealth Management left its iShares Large Cap Deep Quarterly Laddered ETF share count unchanged in Q1 2026.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2390 holding.
  • AE Wealth Management first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q3 2025 and has held it in 3 quarters since.
  • AE Wealth Management's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $4.63K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.