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Modern Wealth Management’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Modern Wealth Management’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
Q3 		– Sell
-6,502
Closed -$202K – 818
2025
Q2 		$202K Buy
+6,502
New +$194K 0.01% 742

Other funds holding IVVB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $93.6M AUM 21.1% 1-Year Est. Return

Modern Wealth Management's IVVB Position: Q3 2025 in Review

Modern Wealth Management sold out of iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q3 2025, closing a stake of 6,502 shares — an estimated $202K sold.

Modern Wealth Management first reported a position in IVVB in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 30 funds tracked by Wall St. Rank hold IVVB as of Q3 2025.

  • Modern Wealth Management reported no remaining iShares Large Cap Deep Quarterly Laddered ETF position as of Q3 2025 after selling out during the quarter.
  • Modern Wealth Management sold 6,502 iShares Large Cap Deep Quarterly Laddered ETF shares in Q3 2025, an estimated $202K.
  • Modern Wealth Management first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q2 2025 and held it in 1 quarter.
  • Modern Wealth Management's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $202K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q3 2025.

Based on Modern Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.