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Sagespring Wealth Partners’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Sagespring Wealth 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
Q2 		$557K Sell
16,090
-290
-2% -$9.85K 0.01% 501
2026
Q1 		$525K Buy
+16,380
New +$542K 0.01% 483

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Sagespring Wealth Partners's IVVB Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 1.8% in Q2 2026, selling an estimated $9.85K and leaving 16,090 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #501.

Sagespring Wealth Partners first reported a position in IVVB in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

  • Sagespring Wealth Partners held 16,090 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $557K as of Q2 2026.
  • Sagespring Wealth Partners sold 290 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2026, an estimated $9.85K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #501 holding.
  • Sagespring Wealth Partners first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.