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
Q2 		$65.8K Hold
1,901
– – ﹤0.01% 6405
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 $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

Morgan Stanley's IVVB Position: Q2 2026 in Review

Morgan Stanley held its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) position steady in Q2 2026 at 1,901 shares worth $65.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6405.

Morgan Stanley first reported a position in IVVB in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

  • Morgan Stanley held 1,901 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $65.8K as of Q2 2026.
  • Morgan Stanley left its iShares Large Cap Deep Quarterly Laddered ETF share count unchanged in Q2 2026.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6405 holding.
  • Morgan Stanley first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.