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

IFP 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
Q2 		$11.9K Buy
345
+55
+19% +$1.87K ﹤0.01% 3277
2026
Q1 		$9.29K Buy
290
+10
+4% +$331 ﹤0.01% 3190
2025
Q4 		$9.26K Hold
280
– – ﹤0.01% 3102
2025
Q3 		$9.16K Hold
280
– – ﹤0.01% 2942
2025
Q2 		$8.68K Buy
+280
New +$8.34K ﹤0.01% 3007

Other funds holding IVVB

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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

IFP Advisors's IVVB Position: Q2 2026 in Review

IFP Advisors increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 19% in Q2 2026, buying an estimated $1.87K and bringing the position to 345 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3277.

IFP Advisors first reported a position in IVVB in Q2 2025 and has held it in 5 quarters since. 5 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

  • IFP Advisors held 345 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $11.9K as of Q2 2026.
  • IFP Advisors bought 55 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2026, an estimated $1.87K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3277 holding.
  • IFP Advisors first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q2 2025 and has held it in 5 quarters since.
  • 5 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.