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
Q2 		$3.02M Buy
87,233
+35,981
+70% +$1.22M ﹤0.01% 3177
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 $663M AUM 22.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
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
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Susquehanna International Group
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial's IVVB Position: Q2 2026 in Review

Raymond James Financial increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 70% in Q2 2026, buying an estimated $1.22M and bringing the position to 87,233 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3177.

Raymond James Financial first reported a position in IVVB in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

  • Raymond James Financial held 87,233 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $3.02M as of Q2 2026.
  • Raymond James Financial bought 35,981 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2026, an estimated $1.22M.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3177 holding.
  • Raymond James Financial first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.