PFG Investments
IVVB icon

PFG Investments’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

PFG Investments’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
Q3 		$1.78M Sell
50,356
-14
-0% -$492 0.07% 252
2026
Q2 		$1.74M Buy
50,370
+38,651
+330% +$1.31M 0.07% 245
2026
Q1 		$375K Sell
11,719
-29,196
-71% -$966K 0.02% 742
2025
Q4 		$1.35M Sell
40,915
-3,219
-7% -$107K 0.06% 267
2025
Q3 		$1.44M Sell
44,134
-939
-2% -$29.9K 0.08% 239
2025
Q2 		$1.4M Sell
45,073
-352
-0.8% -$10.5K 0.08% 223
2025
Q1 		$1.33M Sell
45,425
-286
-0.6% -$8.75K 0.09% 225
2024
Q4 		$1.4M Buy
+45,711
New +$1.41M 0.09% 218
2024
Q3 		– Sell
-23,216
Closed -$666K – 1041
2024
Q2 		$666K Buy
+23,216
New +$643K 0.05% 362

Other funds holding IVVB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Formidable Asset Management
Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return

PFG Investments's IVVB Position: Q3 2026 in Review

PFG Investments reduced its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 0.03% in Q3 2026, selling an estimated $492 and leaving 50,356 shares worth $1.78M. The position accounts for 0.07% of the portfolio, ranked #252.

PFG Investments first reported a position in IVVB in Q2 2024 and has held it in 9 quarters since. 29 funds tracked by Wall St. Rank hold IVVB as of Q3 2026.

  • PFG Investments held 50,356 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $1.78M as of Q3 2026.
  • PFG Investments sold 14 iShares Large Cap Deep Quarterly Laddered ETF shares in Q3 2026, an estimated $492.
  • iShares Large Cap Deep Quarterly Laddered ETF made up 0.07% of PFG Investments's portfolio in Q3 2026, its #252 holding.
  • PFG Investments first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q2 2024 and has held it in 9 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q3 2026.

Based on PFG Investments's 13F filing for Q3 2026, filed 12 Nov 2026.