AE Wealth Management
IVVB icon

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
Q2 		$4.85K Hold
140
– – ﹤0.01% 2475
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

Wick Capital Partners
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
PS
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

AE Wealth Management's IVVB Position: Q2 2026 in Review

AE Wealth Management held its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) position steady in Q2 2026 at 140 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

AE Wealth Management first reported a position in IVVB in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

  • AE Wealth Management held 140 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $4.85K as of Q2 2026.
  • AE Wealth Management left its iShares Large Cap Deep Quarterly Laddered ETF share count unchanged in Q2 2026.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2475 holding.
  • AE Wealth Management first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q3 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.