Cerity Partners
IVVB icon

Cerity Partners’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Cerity Partners’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
2025
Q3 		– Sell
-73,774
Closed -$2.29M – 2806
2025
Q2 		$2.29M Hold
73,774
– – ﹤0.01% 1154
2025
Q1 		$2.16M Buy
+73,774
New +$2.26M ﹤0.01% 1093

Other funds holding IVVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 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
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 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
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $93.6M AUM 21.1% 1-Year Est. Return

Cerity Partners's IVVB Position: Q3 2025 in Review

Cerity Partners sold out of iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q3 2025, closing a stake of 73,774 shares — an estimated $2.29M sold.

Cerity Partners first reported a position in IVVB in Q1 2025 and held it in 2 quarters. The position peaked at $2.29M in Q2 2025. 30 funds tracked by Wall St. Rank hold IVVB as of Q3 2025.

  • Cerity Partners reported no remaining iShares Large Cap Deep Quarterly Laddered ETF position as of Q3 2025 after selling out during the quarter.
  • Cerity Partners sold 73,774 iShares Large Cap Deep Quarterly Laddered ETF shares in Q3 2025, an estimated $2.29M.
  • Cerity Partners first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2025 and held it in 2 quarters.
  • Cerity Partners's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $2.29M in Q2 2025.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.