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Mather Group’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Mather Group’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
2025
Q2 		– Sell
-490
Closed -$14.4K – 1170
2025
Q1 		$14.4K Buy
+490
New +$15K ﹤0.01% 1170

Other funds holding IVVB

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 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
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return

Mather Group's IVVB Position: Q2 2025 in Review

Mather Group sold out of iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q2 2025, closing a stake of 490 shares — an estimated $14.4K sold.

Mather Group first reported a position in IVVB in Q1 2025 and held it in 1 quarter. The position peaked at $14.4K in Q1 2025. 41 funds tracked by Wall St. Rank hold IVVB as of Q2 2025.

  • Mather Group reported no remaining iShares Large Cap Deep Quarterly Laddered ETF position as of Q2 2025 after selling out during the quarter.
  • Mather Group sold 490 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2025, an estimated $14.4K.
  • Mather Group first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2025 and held it in 1 quarter.
  • Mather Group's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $14.4K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.