Morgan Stanley
IVVB icon

Morgan Stanley’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Morgan Stanley’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 		$60.9K Hold
1,901
– – ﹤0.01% 6346
2025
Q4 		$62.9K Buy
+1,901
New +$63K ﹤0.01% 6364

Other funds holding IVVB

WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 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
PS
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Morgan Stanley's IVVB Position: Q1 2026 in Review

Morgan Stanley held its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) position steady in Q1 2026 at 1,901 shares worth $60.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6346.

Morgan Stanley first reported a position in IVVB in Q4 2025 and has held it in 2 quarters since. The position peaked at $62.9K in Q4 2025. 28 funds tracked by Wall St. Rank hold IVVB as of Q1 2026.

  • Morgan Stanley held 1,901 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $60.9K as of Q1 2026.
  • Morgan Stanley left its iShares Large Cap Deep Quarterly Laddered ETF share count unchanged in Q1 2026.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6346 holding.
  • Morgan Stanley first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q4 2025 and has held it in 2 quarters since.
  • Morgan Stanley's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $62.9K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.