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Harbour Investments’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Harbour Investments’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
Q1 		$211K Sell
6,599
-304
-4% -$10.1K ﹤0.01% 1505
2025
Q4 		$228K Buy
6,903
+5,235
+314% +$173K ﹤0.01% 1214
2025
Q3 		$54.6K Hold
1,668
– – ﹤0.01% 1865
2025
Q2 		$51.7K Hold
1,668
– – ﹤0.01% 1813
2025
Q1 		$48.9K Buy
1,668
+14
+0.8% +$428 ﹤0.01% 1782
2024
Q4 		$50.5K Hold
1,654
– – ﹤0.01% 1703
2024
Q3 		$50K Hold
1,654
– – ﹤0.01% 1651
2024
Q2 		$47.4K Buy
+1,654
New +$45.8K ﹤0.01% 1575

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
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Harbour Investments's IVVB Position: Q1 2026 in Review

Harbour Investments reduced its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 4.4% in Q1 2026, selling an estimated $10.1K and leaving 6,599 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Harbour Investments first reported a position in IVVB in Q2 2024 and has held it in 8 quarters since. The position peaked at $228K in Q4 2025. 28 funds tracked by Wall St. Rank hold IVVB as of Q1 2026.

  • Harbour Investments held 6,599 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $211K as of Q1 2026.
  • Harbour Investments sold 304 iShares Large Cap Deep Quarterly Laddered ETF shares in Q1 2026, an estimated $10.1K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1505 holding.
  • Harbour Investments first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q2 2024 and has held it in 8 quarters since.
  • Harbour Investments's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $228K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.