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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
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

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 $532M AUM 15.53% 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

PFG Investments's IVVB Position: Q1 2026 in Review

PFG Investments reduced its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 71% in Q1 2026, selling an estimated $966K and leaving 11,719 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #742.

PFG Investments first reported a position in IVVB in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.44M in Q3 2025. 28 funds tracked by Wall St. Rank hold IVVB as of Q1 2026.

  • PFG Investments held 11,719 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $375K as of Q1 2026.
  • PFG Investments sold 29,196 iShares Large Cap Deep Quarterly Laddered ETF shares in Q1 2026, an estimated $966K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up 0.02% of PFG Investments's portfolio in Q1 2026, its #742 holding.
  • PFG Investments first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q2 2024 and has held it in 7 quarters since.
  • PFG Investments's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $1.44M in Q3 2025.
  • 28 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.