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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
Q2 		$6.72M Buy
194,019
+190,946
+6,214% +$6.49M 0.14% 154
2026
Q1 		$98.5K Buy
+3,073
New +$102K ﹤0.01% 1186

Other funds holding IVVB

WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ashton Thomas Private Wealth's IVVB Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 6,214% in Q2 2026, buying an estimated $6.49M and bringing the position to 194,019 shares worth $6.72M. The position accounts for 0.14% of the portfolio, ranked #154.

Ashton Thomas Private Wealth first reported a position in IVVB in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

  • Ashton Thomas Private Wealth held 194,019 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $6.72M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 190,946 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2026, an estimated $6.49M.
  • iShares Large Cap Deep Quarterly Laddered ETF made up 0.14% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #154 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.