Formidable Asset Management’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Formidable Asset Management’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	$757K	Sell	23,621 -398	-2%	-$13.5K	0.12%	173
2026 Q1	$794K	Sell	24,019 -1,382	-5%	-$45.7K	0.12%	163
2025 Q4	$831K	Buy	25,401 +1,892	+8%	+$62.7K	0.12%	163
2025 Q3	$729K	Buy	+23,509	New	+$748K	0.11%	178

Other funds holding IVVB

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Formidable Asset Management's IVVB Position: Q2 2026 in Review

Formidable Asset Management reduced its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 1.7% in Q2 2026, selling an estimated $13.5K and leaving 23,621 shares worth $757K. The position accounts for 0.12% of the portfolio, ranked #173.

Formidable Asset Management first reported a position in IVVB in Q3 2025 and has held it in 4 quarters since. The position peaked at $831K in Q4 2025. 2 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

Formidable Asset Management held 23,621 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $757K as of Q2 2026.
Formidable Asset Management sold 398 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2026, an estimated $13.5K.
iShares Large Cap Deep Quarterly Laddered ETF made up 0.12% of Formidable Asset Management's portfolio in Q2 2026, its #173 holding.
Formidable Asset Management first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q3 2025 and has held it in 4 quarters since.
Formidable Asset Management's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $831K in Q4 2025.
2 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.