Planned Solutions’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Planned Solutions’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	$364K	Sell	10,275 -157,213	-94%	-$5.52M	0.1%	100
2026 Q2	$5.8M	Sell	167,488 -9,807	-6%	-$333K	1.66%	15
2026 Q1	$5.68M	Sell	177,295 -4,983	-3%	-$165K	1.86%	13
2025 Q4	$6.03M	Sell	182,278 -4,750	-3%	-$157K	1.93%	14
2025 Q3	$6.12M	Buy	187,028 +710	+0.4%	+$22.6K	2.1%	13
2025 Q2	$5.78M	Buy	186,318 +2,126	+1%	+$63.3K	2.2%	13
2025 Q1	$5.4M	Buy	184,192 +2,328	+1%	+$71.2K	2.19%	13
2024 Q4	$5.55M	Buy	+181,864	New	+$5.61M	2.24%	12

Other funds holding IVVB

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Planned Solutions's IVVB Position: Q3 2026 in Review

Planned Solutions reduced its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 94% in Q3 2026, selling an estimated $5.52M and leaving 10,275 shares worth $364K. The position accounts for 0.1% of the portfolio, ranked #100.

Planned Solutions first reported a position in IVVB in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.12M in Q3 2025. 3 funds tracked by Wall St. Rank hold IVVB as of Q3 2026.

Planned Solutions held 10,275 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $364K as of Q3 2026.
Planned Solutions sold 157,213 iShares Large Cap Deep Quarterly Laddered ETF shares in Q3 2026, an estimated $5.52M.
iShares Large Cap Deep Quarterly Laddered ETF made up 0.1% of Planned Solutions's portfolio in Q3 2026, its #100 holding.
Planned Solutions first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q4 2024 and has held it in 8 quarters since.
Planned Solutions's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $6.12M in Q3 2025.
3 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.