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Vantage Financial Partners (Wisconsin)’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$2.94M Sell
89,010
-2,944
-3% -$97.5K 0.6% 28
2025
Q3 		$3.01M Sell
91,954
-12,381
-12% -$394K 0.63% 27
2025
Q2 		$3.24M Sell
104,335
-13,548
-11% -$404K 0.75% 24
2025
Q1 		$3.46M Sell
117,883
-1,222
-1% -$37.4K 0.86% 23
2024
Q4 		$3.64M Sell
119,105
-267,290
-69% -$8.24M 0.91% 20
2024
Q3 		$11.7M Buy
386,395
+90,906
+31% +$2.65M 2.9% 9
2024
Q2 		$8.47M Buy
+295,489
New +$8.18M 2.2% 14

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
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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s IVVB Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 3.2% in Q4 2025, selling an estimated $97.5K and leaving 89,010 shares worth $2.94M. The position accounts for 0.6% of the portfolio, ranked #28.

Vantage Financial Partners (Wisconsin) first reported a position in IVVB in Q2 2024 and has held it in 7 quarters since. The position peaked at $11.7M in Q3 2024. 29 funds tracked by Wall St. Rank hold IVVB as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 89,010 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $2.94M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 2,944 iShares Large Cap Deep Quarterly Laddered ETF shares in Q4 2025, an estimated $97.5K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up 0.6% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #28 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q2 2024 and has held it in 7 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares Large Cap Deep Quarterly Laddered ETF position peaked at $11.7M in Q3 2024.
  • 29 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.