Root Financial Partners
IVVB icon

Root Financial Partners’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Root Financial Partners’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 		$39K Buy
+1,103
New +$38.8K ﹤0.01% 1209

Other funds holding IVVB

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Root Financial Partners's IVVB Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q3 2026: 1,103 shares worth $39K. The stake represents ﹤0.01% of the portfolio and ranks #1209 among its holdings.

6 funds tracked by Wall St. Rank hold IVVB as of Q3 2026.

  • Root Financial Partners held 1,103 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $39K as of Q3 2026.
  • iShares Large Cap Deep Quarterly Laddered ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1209 holding.
  • 6 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.