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Wick Capital Partners’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Wick Capital Partners’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 		$35M Buy
1,092,536
+66,185
+6% +$2.19M 6.38% 3
2025
Q4 		$33.9M Buy
1,026,351
+589,055
+135% +$19.5M 6.08% 3
2025
Q3 		$14.3M Buy
437,296
+434,015
+13,228% +$13.8M 3.41% 7
2025
Q2 		$11.2M Sell
3,281
-336,109
-99% -$10M 2.92% 7
2025
Q1 		$9.95M Sell
339,390
-77,514
-19% -$2.37M 2.97% 8
2024
Q4 		$12.7M Buy
416,904
+156,803
+60% +$4.84M 3.76% 8
2024
Q3 		$7.87M Buy
260,101
+5,457
+2% +$159K 2.55% 8
2024
Q2 		$7.3M Sell
254,644
-10,300
-4% -$285K 2.53% 9
2024
Q1 		$7.32M Buy
264,944
+65,734
+33% +$1.76M 7.11% 5
2023
Q4 		$5.17M Buy
199,210
+146,193
+276% +$3.67M 2.16% 10
2023
Q3 		$1.3M Buy
+53,017
New +$1.34M 0.73% 22

Other funds holding IVVB

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 $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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Wick Capital Partners's IVVB Position: Q1 2026 in Review

Wick Capital Partners increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 6.4% in Q1 2026, buying an estimated $2.19M and bringing the position to 1,092,536 shares worth $35M. The position accounts for 6.38% of the portfolio, ranked #3.

Wick Capital Partners first reported a position in IVVB in Q3 2023 and has held it in 11 quarters since. 28 funds tracked by Wall St. Rank hold IVVB as of Q1 2026.

  • Wick Capital Partners held 1,092,536 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $35M as of Q1 2026.
  • Wick Capital Partners bought 66,185 iShares Large Cap Deep Quarterly Laddered ETF shares in Q1 2026, an estimated $2.19M.
  • iShares Large Cap Deep Quarterly Laddered ETF made up 6.38% of Wick Capital Partners's portfolio in Q1 2026, its #3 holding.
  • Wick Capital Partners first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q3 2023 and has held it in 11 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q1 2026.

Based on Wick Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.