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ERn Financial LLC’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

ERn Financial LLC’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 		$2.51M Buy
72,456
+2,776
+4% +$94.3K 0.42% 48
2026
Q1 		$2.23M Buy
69,680
+1,107
+2% +$36.6K 0.42% 49
2025
Q4 		$2.27M Buy
68,573
+7,105
+12% +$235K 0.43% 54
2025
Q3 		$2.01M Buy
61,468
+1,284
+2% +$40.9K 0.4% 53
2025
Q2 		$1.87M Buy
+60,184
New +$1.79M 0.39% 54

Other funds holding IVVB

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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

ERn Financial LLC's IVVB Position: Q2 2026 in Review

ERn Financial LLC increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 4% in Q2 2026, buying an estimated $94.3K and bringing the position to 72,456 shares worth $2.51M. The position accounts for 0.42% of the portfolio, ranked #48.

ERn Financial LLC first reported a position in IVVB in Q2 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

  • ERn Financial LLC held 72,456 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $2.51M as of Q2 2026.
  • ERn Financial LLC bought 2,776 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2026, an estimated $94.3K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up 0.42% of ERn Financial LLC's portfolio in Q2 2026, its #48 holding.
  • ERn Financial LLC first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q2 2025 and has held it in 5 quarters since.
  • 6 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.