Wealth Enhancement Advisory Services
IVVB icon

Wealth Enhancement Advisory Services’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		– Sell
-23,485
Closed -$733K – 3641
2025
Q2 		$733K Hold
23,485
– – ﹤0.01% 1935
2025
Q1 		$689K Buy
+23,485
New +$719K ﹤0.01% 1834

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PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $93.6M AUM 21.1% 1-Year Est. Return

Wealth Enhancement Advisory Services's IVVB Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of iShares Large Cap Deep Quarterly Laddered ETF (IVVB) in Q3 2025, closing a stake of 23,485 shares — an estimated $733K sold.

Wealth Enhancement Advisory Services first reported a position in IVVB in Q1 2025 and held it in 2 quarters. The position peaked at $733K in Q2 2025. 30 funds tracked by Wall St. Rank hold IVVB as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining iShares Large Cap Deep Quarterly Laddered ETF position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 23,485 iShares Large Cap Deep Quarterly Laddered ETF shares in Q3 2025, an estimated $733K.
  • Wealth Enhancement Advisory Services first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $733K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.