Savvy Advisors Inc
IVVB icon

Savvy Advisors Inc’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Savvy Advisors Inc’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 		$344K Buy
+9,920
New +$337K 0.01% 933
2025
Q2 		– Sell
-8,080
Closed -$237K – 661
2025
Q1 		$237K Buy
+8,080
New +$247K 0.02% 444

Other funds holding IVVB

Wick Capital Partners
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
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Planned Solutions
Planned Solutions Folsom, California $365M AUM 17.53% 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 $613M AUM 12.18% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Savvy Advisors Inc's IVVB Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q2 2026: 9,920 shares worth $344K. The stake represents 0.01% of the portfolio and ranks #933 among its holdings. This is a return to the name: Savvy Advisors Inc previously reported a position in IVVB as recently as Q1 2025.

Savvy Advisors Inc first reported a position in IVVB in Q1 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

  • Savvy Advisors Inc held 9,920 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $344K as of Q2 2026.
  • iShares Large Cap Deep Quarterly Laddered ETF was a new Savvy Advisors Inc position in Q2 2026.
  • iShares Large Cap Deep Quarterly Laddered ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #933 holding.
  • Savvy Advisors Inc first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2025 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 Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.