VA
IVVB icon

Valmark Advisers’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Valmark Advisers’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
Q1 		$1.48M Buy
46,348
+4,735
+11% +$157K 0.02% 288
2025
Q4 		$1.38M Buy
41,613
+5,297
+15% +$175K 0.02% 296
2025
Q3 		$1.19M Buy
36,316
+7,266
+25% +$231K 0.02% 307
2025
Q2 		$901K Buy
29,050
+4,615
+19% +$137K 0.01% 351
2025
Q1 		$716K Buy
+24,435
New +$748K 0.01% 370

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
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Valmark Advisers's IVVB Position: Q1 2026 in Review

Valmark Advisers increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 11% in Q1 2026, buying an estimated $157K and bringing the position to 46,348 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #288.

Valmark Advisers first reported a position in IVVB in Q1 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold IVVB as of Q1 2026.

  • Valmark Advisers held 46,348 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $1.48M as of Q1 2026.
  • Valmark Advisers bought 4,735 iShares Large Cap Deep Quarterly Laddered ETF shares in Q1 2026, an estimated $157K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up 0.02% of Valmark Advisers's portfolio in Q1 2026, its #288 holding.
  • Valmark Advisers first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2025 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.