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Ameritas Advisory Services’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Ameritas Advisory Services’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 		$240K Sell
7,501
-1,657
-18% -$54.8K 0.01% 855
2025
Q4 		$303K Sell
9,158
-17,342
-65% -$574K 0.01% 762
2025
Q3 		$867K Buy
+26,500
New +$844K 0.06% 276
2025
Q2 		– Sell
-19,778
Closed -$592K – 2846
2025
Q1 		$592K Sell
19,778
-19,222
-49% -$588K 0.02% 525
2024
Q4 		$1.19M Buy
+39,000
New +$1.2M 0.04% 368

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

Ameritas Advisory Services's IVVB Position: Q1 2026 in Review

Ameritas Advisory Services reduced its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 18% in Q1 2026, selling an estimated $54.8K and leaving 7,501 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #855.

Ameritas Advisory Services first reported a position in IVVB in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.19M in Q4 2024. 28 funds tracked by Wall St. Rank hold IVVB as of Q1 2026.

  • Ameritas Advisory Services held 7,501 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $240K as of Q1 2026.
  • Ameritas Advisory Services sold 1,657 iShares Large Cap Deep Quarterly Laddered ETF shares in Q1 2026, an estimated $54.8K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #855 holding.
  • Ameritas Advisory Services first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q4 2024 and has held it in 5 quarters since.
  • Ameritas Advisory Services's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $1.19M in Q4 2024.
  • 28 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.