Portside Wealth Group
IVVB icon

Portside Wealth Group’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Portside Wealth Group’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
2025
Q3 		– Sell
-90,638
Closed -$2.81M – 497
2025
Q2 		$2.81M Buy
90,638
+4,223
+5% +$126K 0.42% 60
2025
Q1 		$2.53M Buy
+86,415
New +$2.64M 0.41% 66

Other funds holding IVVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wick Capital Partners
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
Vantage Financial Partners (Wisconsin)
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 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 $1.28T AUM 58.89% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Wallace Advisory Group
Wallace Advisory Group Lafayette, California $106M AUM 28.04% 1-Year Est. Return

Portside Wealth Group's IVVB Position: Q3 2025 in Review

Portside Wealth Group sold out of iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q3 2025, closing a stake of 90,638 shares — an estimated $2.81M sold.

Portside Wealth Group first reported a position in IVVB in Q1 2025 and held it in 2 quarters. The position peaked at $2.81M in Q2 2025. 30 funds tracked by Wall St. Rank hold IVVB as of Q3 2025.

  • Portside Wealth Group reported no remaining iShares Large Cap Deep Quarterly Laddered ETF position as of Q3 2025 after selling out during the quarter.
  • Portside Wealth Group sold 90,638 iShares Large Cap Deep Quarterly Laddered ETF shares in Q3 2025, an estimated $2.81M.
  • Portside Wealth Group first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2025 and held it in 2 quarters.
  • Portside Wealth Group's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $2.81M in Q2 2025.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q3 2025.

Based on Portside Wealth Group's 13F filing for Q3 2025, filed 5 Nov 2025.