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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
2025
Q2 		– Sell
-8,080
Closed -$237K – 661
2025
Q1 		$237K Buy
+8,080
New +$247K 0.02% 444

Other funds holding IVVB

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 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
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return

Savvy Advisors Inc's IVVB Position: Q2 2025 in Review

Savvy Advisors Inc sold out of iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q2 2025, closing a stake of 8,080 shares — an estimated $237K sold.

Savvy Advisors Inc first reported a position in IVVB in Q1 2025 and held it in 1 quarter. The position peaked at $237K in Q1 2025. 41 funds tracked by Wall St. Rank hold IVVB as of Q2 2025.

  • Savvy Advisors Inc reported no remaining iShares Large Cap Deep Quarterly Laddered ETF position as of Q2 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 8,080 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2025, an estimated $237K.
  • Savvy Advisors Inc first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2025 and held it in 1 quarter.
  • Savvy Advisors Inc's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $237K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2025.

Based on Savvy Advisors Inc's 13F filing for Q2 2025, filed 4 Aug 2025.