Americana Partners’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Americana Partners’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	–	Sell	-28,713	Closed	-$920K	–	616
2026 Q1	$920K	Sell	28,713 -38,877	-58%	-$1.29M	0.02%	287
2025 Q4	$2.24M	Sell	67,590 -30,279	-31%	-$1M	0.06%	199
2025 Q3	$3.2M	Sell	97,869 -172,588	-64%	-$5.49M	0.1%	166
2025 Q2	$8.39M	Sell	270,457 -1,067,532	-80%	-$31.8M	0.29%	80
2025 Q1	$39.2M	Buy	+1,337,989	New	+$40.9M	1.52%	16

Other funds holding IVVB

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Americana Partners's IVVB Position: Q2 2026 in Review

Americana Partners sold out of iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q2 2026, closing a stake of 28,713 shares — an estimated $920K sold.

Americana Partners first reported a position in IVVB in Q1 2025 and held it in 5 quarters. The position peaked at $39.2M in Q1 2025. 30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

Americana Partners reported no remaining iShares Large Cap Deep Quarterly Laddered ETF position as of Q2 2026 after selling out during the quarter.
Americana Partners sold 28,713 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2026, an estimated $920K.
Americana Partners first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2025 and held it in 5 quarters.
Americana Partners's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $39.2M in Q1 2025.
30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.