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
Q2 		$615K Sell
17,770
-1,438
-7% -$48.9K ﹤0.01% 3504
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 $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

Cetera Investment Advisers's IVVB Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 7.5% in Q2 2026, selling an estimated $48.9K and leaving 17,770 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #3504.

Cetera Investment Advisers first reported a position in IVVB in Q3 2025 and has held it in 4 quarters since. The position peaked at $615K in Q1 2026. 30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

  • Cetera Investment Advisers held 17,770 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $615K as of Q2 2026.
  • Cetera Investment Advisers sold 1,438 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2026, an estimated $48.9K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3504 holding.
  • Cetera Investment Advisers first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $615K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.