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 Q3	$30.3K	Buy	855 +510	+148%	+$17.9K	﹤0.01%	2712
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

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IFP Advisors's IVVB Position: Q3 2026 in Review

IFP Advisors increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 148% in Q3 2026, buying an estimated $17.9K and bringing the position to 855 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2712.

IFP Advisors first reported a position in IVVB in Q2 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold IVVB as of Q3 2026.

IFP Advisors held 855 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $30.3K as of Q3 2026.
IFP Advisors bought 510 iShares Large Cap Deep Quarterly Laddered ETF shares in Q3 2026, an estimated $17.9K.
iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2712 holding.
IFP Advisors first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q2 2025 and has held it in 6 quarters since.
15 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.