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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
Q2 		$1.89M Buy
54,591
+8,243
+18% +$280K 0.02% 276
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 $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
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 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 $604M AUM 19.83% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers's IVVB Position: Q2 2026 in Review

Valmark Advisers increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 18% in Q2 2026, buying an estimated $280K and bringing the position to 54,591 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #276.

Valmark Advisers first reported a position in IVVB in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

  • Valmark Advisers held 54,591 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $1.89M as of Q2 2026.
  • Valmark Advisers bought 8,243 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2026, an estimated $280K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #276 holding.
  • Valmark Advisers first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2025 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.