Csenge Advisory Group’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Csenge Advisory Group’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	$1.08M	Buy	31,234 +3,327	+12%	+$113K	0.04%	304
2026 Q1	$894K	Sell	27,907 -311	-1%	-$10.3K	0.04%	320
2025 Q4	$933K	Buy	28,218 +2,835	+11%	+$93.9K	0.04%	318
2025 Q3	$831K	Buy	25,383 +10,220	+67%	+$325K	0.04%	327
2025 Q2	$461K	Buy	15,163 +1,389	+10%	+$41.4K	0.02%	445
2025 Q1	$392K	Buy	+13,774	New	+$421K	0.02%	454

Other funds holding IVVB

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Csenge Advisory Group's IVVB Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 12% in Q2 2026, buying an estimated $113K and bringing the position to 31,234 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #304.

Csenge Advisory Group first reported a position in IVVB in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

Csenge Advisory Group held 31,234 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $1.08M as of Q2 2026.
Csenge Advisory Group bought 3,327 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2026, an estimated $113K.
iShares Large Cap Deep Quarterly Laddered ETF made up 0.04% of Csenge Advisory Group's portfolio in Q2 2026, its #304 holding.
Csenge Advisory Group first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2025 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.