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

Wallace Advisory 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
-43,960
Closed -$1.36M – 148
2025
Q3 		$1.36M Sell
43,960
-4,100
-9% -$131K 1.1% 19
2025
Q2 		$1.41M Buy
+48,060
New +$1.43M 1.02% 22

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 $532M AUM 15.53% 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 $2.15B AUM 25.5% 1-Year Est. Return

Wallace Advisory Group's IVVB Position: Q4 2025 in Review

Wallace Advisory Group sold out of iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q4 2025, closing a stake of 43,960 shares — an estimated $1.36M sold.

Wallace Advisory Group first reported a position in IVVB in Q2 2025 and held it in 2 quarters. The position peaked at $1.41M in Q2 2025. 29 funds tracked by Wall St. Rank hold IVVB as of Q4 2025.

  • Wallace Advisory Group reported no remaining iShares Large Cap Deep Quarterly Laddered ETF position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 43,960 iShares Large Cap Deep Quarterly Laddered ETF shares in Q4 2025, an estimated $1.36M.
  • Wallace Advisory Group first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q2 2025 and held it in 2 quarters.
  • Wallace Advisory Group's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $1.41M in Q2 2025.
  • 29 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.