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

Financial Designs’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
Q2 		– Sell
-10,035
Closed -$294K – 36
2025
Q1 		$294K Sell
10,035
-321,412
-97% -$9.83M 0.2% 20
2024
Q4 		$10.1M Sell
331,447
-4,487
-1% -$138K 6.67% 6
2024
Q3 		$10.2M Buy
335,934
+13,314
+4% +$388K 6.56% 6
2024
Q2 		$9.25M Buy
+322,620
New +$8.93M 6.36% 6

Other funds holding IVVB

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return

Financial Designs's IVVB Position: Q2 2025 in Review

Financial Designs sold out of iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q2 2025, closing a stake of 10,035 shares — an estimated $294K sold.

Financial Designs first reported a position in IVVB in Q2 2024 and held it in 4 quarters. The position peaked at $10.2M in Q3 2024. 41 funds tracked by Wall St. Rank hold IVVB as of Q2 2025.

  • Financial Designs reported no remaining iShares Large Cap Deep Quarterly Laddered ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Designs sold 10,035 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2025, an estimated $294K.
  • Financial Designs first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q2 2024 and held it in 4 quarters.
  • Financial Designs's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $10.2M in Q3 2024.
  • 41 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2025.

Based on Financial Designs's 13F filing for Q2 2025, filed 17 Jul 2025.