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 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFG Investments's IVVB Position: Q2 2026 in Review

PFG Investments increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 330% in Q2 2026, buying an estimated $1.31M and bringing the position to 50,370 shares worth $1.74M. The position accounts for 0.07% of the portfolio, ranked #245.

PFG Investments first reported a position in IVVB in Q2 2024 and has held it in 8 quarters since. 30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

PFG Investments held 50,370 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $1.74M as of Q2 2026.
PFG Investments bought 38,651 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2026, an estimated $1.31M.
iShares Large Cap Deep Quarterly Laddered ETF made up 0.07% of PFG Investments's portfolio in Q2 2026, its #245 holding.
PFG Investments first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q2 2024 and has held it in 8 quarters since.
30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.