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Old Mission Capital’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Old Mission Capital’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
Q4 		– Sell
-14,059
Closed -$460K – 1163
2025
Q3 		$460K Buy
+14,059
New +$448K 0.01% 746
2025
Q1 		– Sell
-22,654
Closed -$692K – 1087
2024
Q4 		$692K Buy
+22,654
New +$699K 0.01% 498
2024
Q3 		– Sell
-23,709
Closed -$680K – 1614
2024
Q2 		$680K Buy
+23,709
New +$657K 0.01% 609

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
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
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Old Mission Capital's IVVB Position: Q4 2025 in Review

Old Mission Capital sold out of iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q4 2025, closing a stake of 14,059 shares — an estimated $460K sold.

Old Mission Capital first reported a position in IVVB in Q2 2024 and held it in 3 quarters. The position peaked at $692K in Q4 2024. 29 funds tracked by Wall St. Rank hold IVVB as of Q4 2025.

  • Old Mission Capital reported no remaining iShares Large Cap Deep Quarterly Laddered ETF position as of Q4 2025 after selling out during the quarter.
  • Old Mission Capital sold 14,059 iShares Large Cap Deep Quarterly Laddered ETF shares in Q4 2025, an estimated $460K.
  • Old Mission Capital first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q2 2024 and held it in 3 quarters.
  • Old Mission Capital's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $692K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q4 2025.

Based on Old Mission Capital's 13F filing for Q4 2025, filed 17 Feb 2026.