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

Operose 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	$65.2K	Buy	+1,882	New	+$63.9K	0.01%	279

Other funds holding IVVB

WCP

Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Operose Advisors's IVVB Position: Q2 2026 in Review

Operose Advisors opened a new position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q2 2026: 1,882 shares worth $65.2K. The stake represents 0.01% of the portfolio and ranks #279 among its holdings.

30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

Operose Advisors held 1,882 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $65.2K as of Q2 2026.
iShares Large Cap Deep Quarterly Laddered ETF was a new Operose Advisors position in Q2 2026.
iShares Large Cap Deep Quarterly Laddered ETF made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #279 holding.
30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

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