UBS Group
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UBS Group’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

UBS Group’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
-12
Closed -$393 – 10853
2025
Q3 		$393 Buy
+12
New +$382 ﹤0.01% 9699
2025
Q2 		– Sell
-22
Closed -$645 – 10548
2025
Q1 		$645 Buy
+22
New +$673 ﹤0.01% 9701
2024
Q1 		– Sell
-807
Closed -$20.9K – 9679
2023
Q4 		$20.9K Buy
+807
New +$20.3K ﹤0.01% 7080

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

UBS Group's IVVB Position: Q4 2025 in Review

UBS Group sold out of iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q4 2025, closing a stake of 12 shares — an estimated $393 sold.

UBS Group first reported a position in IVVB in Q4 2023 and held it in 3 quarters. The position peaked at $20.9K in Q4 2023. 29 funds tracked by Wall St. Rank hold IVVB as of Q4 2025.

  • UBS Group reported no remaining iShares Large Cap Deep Quarterly Laddered ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 12 iShares Large Cap Deep Quarterly Laddered ETF shares in Q4 2025, an estimated $393.
  • UBS Group first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q4 2023 and held it in 3 quarters.
  • UBS Group's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $20.9K in Q4 2023.
  • 29 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.