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 Q3	$2.59M	Buy	73,042 +586	+0.8%	+$20.6K	0.42%	49
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

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

ERn Financial LLC's IVVB Position: Q3 2026 in Review

ERn Financial LLC increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 0.81% in Q3 2026, buying an estimated $20.6K and bringing the position to 73,042 shares worth $2.59M. The position accounts for 0.42% of the portfolio, ranked #49.

ERn Financial LLC first reported a position in IVVB in Q2 2025 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold IVVB as of Q3 2026.

ERn Financial LLC held 73,042 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $2.59M as of Q3 2026.
ERn Financial LLC bought 586 iShares Large Cap Deep Quarterly Laddered ETF shares in Q3 2026, an estimated $20.6K.
iShares Large Cap Deep Quarterly Laddered ETF made up 0.42% of ERn Financial LLC's portfolio in Q3 2026, its #49 holding.
ERn Financial LLC first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q2 2025 and has held it in 6 quarters since.
12 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q3 2026.

Based on ERn Financial LLC's 13F filing for Q3 2026, filed 28 Oct 2026.