Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Cetera Investment Advisers’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 		$615K Buy
19,208
+2,331
+14% +$77.1K ﹤0.01% 3322
2025
Q4 		$558K Buy
16,877
+9,532
+130% +$316K ﹤0.01% 3337
2025
Q3 		$240K Buy
+7,345
New +$234K ﹤0.01% 4018

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

Cetera Investment Advisers's IVVB Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 14% in Q1 2026, buying an estimated $77.1K and bringing the position to 19,208 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #3322.

Cetera Investment Advisers first reported a position in IVVB in Q3 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold IVVB as of Q1 2026.

  • Cetera Investment Advisers held 19,208 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $615K as of Q1 2026.
  • Cetera Investment Advisers bought 2,331 iShares Large Cap Deep Quarterly Laddered ETF shares in Q1 2026, an estimated $77.1K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3322 holding.
  • Cetera Investment Advisers first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q3 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.