IVVB — BLACKROCK ETF TRUST II

Ownership history in Valmark Advisers, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Valmark Advisers, Inc. reported a position in BLACKROCK ETF TRUST II (IVVB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q4)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 41,613 +5,297 +14.6% 0.02% $1.4M $33.07
2025 Q3 ADDED 36,316 +7,266 +25.0% 0.02% $1.2M $32.33
2025 Q2 ADDED 29,050 +4,615 +18.9% 0.01% $901K $30.64
2025 Q1 INITIATED 24,435 — — 0.01% $716K $28.97
% of Fund (quarterly)    IVVB price (monthly, adj. close)

Other funds also holding IVVB

As of 2025 Q4 — sorted by position size

Wick Capital Partners, LLC 3Y 6.08% Planned Solutions, Inc. 3Y 1.93% Vantage Financial Partners, LLC 3Y 0.6% ERn Financial, LLC 3Y 7Y 0.43% Formidable Asset Management, LLC 3Y 7Y 0.12% PFG Investments, LLC 0.06% Americana Partners, LLC 3Y 0.06% Csenge Advisory Group 3Y 7Y 0.04% BIP Wealth, LLC 0.04% Ameritas Advisory Services, LLC 3Y 0.01%
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