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 Q2	–	Sell	-7,501	Closed	-$240K	–	2056
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 $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

Ameritas Advisory Services's IVVB Position: Q2 2026 in Review

Ameritas Advisory Services sold out of iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q2 2026, closing a stake of 7,501 shares — an estimated $240K sold.

Ameritas Advisory Services first reported a position in IVVB in Q4 2024 and held it in 5 quarters. The position peaked at $1.19M in Q4 2024. 30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

Ameritas Advisory Services reported no remaining iShares Large Cap Deep Quarterly Laddered ETF position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 7,501 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2026, an estimated $240K.
Ameritas Advisory Services first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q4 2024 and held it in 5 quarters.
Ameritas Advisory Services's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $1.19M in Q4 2024.
30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.