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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
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 $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 $604M AUM 19.83% 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

Csenge Advisory Group's IVVB Position: Q1 2026 in Review

Csenge Advisory Group reduced its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 1.1% in Q1 2026, selling an estimated $10.3K and leaving 27,907 shares worth $894K. The position accounts for 0.04% of the portfolio, ranked #320.

Csenge Advisory Group first reported a position in IVVB in Q1 2025 and has held it in 5 quarters since. The position peaked at $933K in Q4 2025. 28 funds tracked by Wall St. Rank hold IVVB as of Q1 2026.

  • Csenge Advisory Group held 27,907 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $894K as of Q1 2026.
  • Csenge Advisory Group sold 311 iShares Large Cap Deep Quarterly Laddered ETF shares in Q1 2026, an estimated $10.3K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up 0.04% of Csenge Advisory Group's portfolio in Q1 2026, its #320 holding.
  • Csenge Advisory Group first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2025 and has held it in 5 quarters since.
  • Csenge Advisory Group's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $933K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.