Osaic Holdings
IVVB icon

Osaic Holdings’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Osaic Holdings’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 		$25.3K Buy
791
+760
+2,452% +$25.2K ﹤0.01% 5708
2025
Q4 		$1.02K Hold
31
– – ﹤0.01% 7269
2025
Q3 		$1.01K Hold
31
– – ﹤0.01% 7345
2025
Q2 		$961 Sell
31
-219
-88% -$6.52K ﹤0.01% 7161
2025
Q1 		$7.33K Buy
+250
New +$7.65K ﹤0.01% 5953

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

Osaic Holdings's IVVB Position: Q1 2026 in Review

Osaic Holdings increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 2,452% in Q1 2026, buying an estimated $25.2K and bringing the position to 791 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5708.

Osaic Holdings 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.

  • Osaic Holdings held 791 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $25.3K as of Q1 2026.
  • Osaic Holdings bought 760 iShares Large Cap Deep Quarterly Laddered ETF shares in Q1 2026, an estimated $25.2K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5708 holding.
  • Osaic Holdings 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 Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.