HighTower Advisors
IVVB icon

HighTower Advisors’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

HighTower Advisors’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 		– Sell
-10,871
Closed -$360K – 3879
2025
Q4 		$360K Buy
10,871
+121
+1% +$4.01K ﹤0.01% 2893
2025
Q3 		$352K Buy
+10,750
New +$342K ﹤0.01% 2902

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 $532M AUM 15.53% 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

HighTower Advisors's IVVB Position: Q1 2026 in Review

HighTower Advisors sold out of iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q1 2026, closing a stake of 10,871 shares — an estimated $360K sold.

HighTower Advisors first reported a position in IVVB in Q3 2025 and held it in 2 quarters. The position peaked at $360K in Q4 2025. 28 funds tracked by Wall St. Rank hold IVVB as of Q1 2026.

  • HighTower Advisors reported no remaining iShares Large Cap Deep Quarterly Laddered ETF position as of Q1 2026 after selling out during the quarter.
  • HighTower Advisors sold 10,871 iShares Large Cap Deep Quarterly Laddered ETF shares in Q1 2026, an estimated $360K.
  • HighTower Advisors first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q3 2025 and held it in 2 quarters.
  • HighTower Advisors's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $360K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.