ATPW
IVVB icon

Ashton Thomas Private Wealth’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Ashton Thomas Private Wealth’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 		$98.5K Buy
+3,073
New +$102K ﹤0.01% 1186

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

Ashton Thomas Private Wealth's IVVB Position: Q1 2026 in Review

Ashton Thomas Private Wealth opened a new position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q1 2026: 3,073 shares worth $98.5K. The stake represents ﹤0.01% of the portfolio and ranks #1186 among its holdings.

28 funds tracked by Wall St. Rank hold IVVB as of Q1 2026.

  • Ashton Thomas Private Wealth held 3,073 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $98.5K as of Q1 2026.
  • iShares Large Cap Deep Quarterly Laddered ETF was a new Ashton Thomas Private Wealth position in Q1 2026.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #1186 holding.
  • 28 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.