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 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

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return