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Strategic Blueprint’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Strategic Blueprint’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
Q4 		– Sell
-32,084
Closed -$1.05M – 716
2025
Q3 		$1.05M Sell
32,084
-334
-1% -$10.6K 0.05% 330
2025
Q2 		$1.01M Sell
32,418
-1,549
-5% -$46.1K 0.05% 295
2025
Q1 		$996K Buy
33,967
+2,331
+7% +$71.3K 0.05% 294
2024
Q4 		$966K Buy
31,636
+7,922
+33% +$244K 0.06% 265
2024
Q3 		$718K Buy
+23,714
New +$691K 0.04% 321

Other funds holding IVVB

WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 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
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Strategic Blueprint's IVVB Position: Q4 2025 in Review

Strategic Blueprint sold out of iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q4 2025, closing a stake of 32,084 shares — an estimated $1.05M sold.

Strategic Blueprint first reported a position in IVVB in Q3 2024 and held it in 5 quarters. The position peaked at $1.05M in Q3 2025. 29 funds tracked by Wall St. Rank hold IVVB as of Q4 2025.

  • Strategic Blueprint reported no remaining iShares Large Cap Deep Quarterly Laddered ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Blueprint sold 32,084 iShares Large Cap Deep Quarterly Laddered ETF shares in Q4 2025, an estimated $1.05M.
  • Strategic Blueprint first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q3 2024 and held it in 5 quarters.
  • Strategic Blueprint's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $1.05M in Q3 2025.
  • 29 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q4 2025.

Based on Strategic Blueprint's 13F filing for Q4 2025, filed 30 Jan 2026.