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NewEdge Advisors’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

NewEdge Advisors’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 		$720K Buy
22,481
+1,237
+6% +$40.9K ﹤0.01% 1709
2025
Q4 		$703K Buy
21,244
+1,648
+8% +$54.6K ﹤0.01% 1718
2025
Q3 		$641K Buy
19,596
+4,908
+33% +$156K ﹤0.01% 1668
2025
Q2 		$455K Buy
14,688
+1,937
+15% +$57.7K ﹤0.01% 1748
2025
Q1 		$374K Buy
+12,751
New +$390K ﹤0.01% 1754

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 $604M AUM 19.83% 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

NewEdge Advisors's IVVB Position: Q1 2026 in Review

NewEdge Advisors increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 5.8% in Q1 2026, buying an estimated $40.9K and bringing the position to 22,481 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

NewEdge Advisors first reported a position in IVVB in Q1 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold IVVB as of Q1 2026.

  • NewEdge Advisors held 22,481 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $720K as of Q1 2026.
  • NewEdge Advisors bought 1,237 iShares Large Cap Deep Quarterly Laddered ETF shares in Q1 2026, an estimated $40.9K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1709 holding.
  • NewEdge Advisors first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2025 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.