LPL Financial’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

LPL Financial’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	$692K	Buy	+21,612	New	+$715K	﹤0.01%	4481

Other funds holding IVVB

WCP

Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

LPL Financial's IVVB Position: Q1 2026 in Review

LPL Financial opened a new position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q1 2026: 21,612 shares worth $692K. The stake represents ﹤0.01% of the portfolio and ranks #4481 among its holdings.

28 funds tracked by Wall St. Rank hold IVVB as of Q1 2026.

LPL Financial held 21,612 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $692K as of Q1 2026.
iShares Large Cap Deep Quarterly Laddered ETF was a new LPL Financial position in Q1 2026.
iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4481 holding.
28 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.