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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
Q2 		$773K Sell
22,324
-157
-0.7% -$5.33K ﹤0.01% 1836
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 $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

NewEdge Advisors's IVVB Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 0.7% in Q2 2026, selling an estimated $5.33K and leaving 22,324 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

NewEdge Advisors first reported a position in IVVB in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

  • NewEdge Advisors held 22,324 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $773K as of Q2 2026.
  • NewEdge Advisors sold 157 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2026, an estimated $5.33K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1836 holding.
  • NewEdge Advisors first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2025 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.