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Diversify Advisory Services’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Diversify Advisory Services’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
Q4 		– Sell
-6,014
Closed -$200K – 943
2025
Q3 		$200K Sell
6,014
-6,694
-53% -$213K 0.01% 849
2025
Q2 		$405K Buy
12,708
+281
+2% +$8.37K 0.02% 603
2025
Q1 		$364K Buy
+12,427
New +$380K 0.02% 436

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
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Diversify Advisory Services's IVVB Position: Q4 2025 in Review

Diversify Advisory Services sold out of iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q4 2025, closing a stake of 6,014 shares — an estimated $200K sold.

Diversify Advisory Services first reported a position in IVVB in Q1 2025 and held it in 3 quarters. The position peaked at $405K in Q2 2025. 29 funds tracked by Wall St. Rank hold IVVB as of Q4 2025.

  • Diversify Advisory Services reported no remaining iShares Large Cap Deep Quarterly Laddered ETF position as of Q4 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 6,014 iShares Large Cap Deep Quarterly Laddered ETF shares in Q4 2025, an estimated $200K.
  • Diversify Advisory Services first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2025 and held it in 3 quarters.
  • Diversify Advisory Services's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $405K in Q2 2025.
  • 29 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q4 2025.

Based on Diversify Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.