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BIP Wealth’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

BIP 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 		– Sell
-32,562
Closed -$1.04M – 571
2026
Q1 		$1.04M Buy
32,562
+974
+3% +$32.2K 0.04% 192
2025
Q4 		$1.04M Buy
+31,588
New +$1.05M 0.04% 212

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
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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

BIP Wealth's IVVB Position: Q2 2026 in Review

BIP Wealth sold out of iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q2 2026, closing a stake of 32,562 shares — an estimated $1.04M sold.

BIP Wealth first reported a position in IVVB in Q4 2025 and held it in 2 quarters. The position peaked at $1.04M in Q4 2025. 30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

  • BIP Wealth reported no remaining iShares Large Cap Deep Quarterly Laddered ETF position as of Q2 2026 after selling out during the quarter.
  • BIP Wealth sold 32,562 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2026, an estimated $1.04M.
  • BIP Wealth first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q4 2025 and held it in 2 quarters.
  • BIP Wealth's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $1.04M in Q4 2025.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.