Raymond James Financial
IVVB icon

Raymond James Financial’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Raymond James Financial’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 		$1.64M Buy
51,252
+36,736
+253% +$1.22M ﹤0.01% 3497
2025
Q4 		$480K Buy
+14,516
New +$481K ﹤0.01% 4296

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
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
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Raymond James Financial's IVVB Position: Q1 2026 in Review

Raymond James Financial increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 253% in Q1 2026, buying an estimated $1.22M and bringing the position to 51,252 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #3497.

Raymond James Financial first reported a position in IVVB in Q4 2025 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold IVVB as of Q1 2026.

  • Raymond James Financial held 51,252 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $1.64M as of Q1 2026.
  • Raymond James Financial bought 36,736 iShares Large Cap Deep Quarterly Laddered ETF shares in Q1 2026, an estimated $1.22M.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3497 holding.
  • Raymond James Financial first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q4 2025 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.