LPL Financial
IVVB icon

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
Q2 		$1.11M Buy
31,934
+10,322
+48% +$351K ﹤0.01% 4343
2026
Q1 		$692K Buy
+21,612
New +$715K ﹤0.01% 4481

Other funds holding IVVB

WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

LPL Financial's IVVB Position: Q2 2026 in Review

LPL Financial increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 48% in Q2 2026, buying an estimated $351K and bringing the position to 31,934 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #4343.

LPL Financial first reported a position in IVVB in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

  • LPL Financial held 31,934 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $1.11M as of Q2 2026.
  • LPL Financial bought 10,322 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2026, an estimated $351K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4343 holding.
  • LPL Financial first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.