IVVB β€” BLACKROCK ETF TRUST II

Ownership history in Wallace Advisory Group, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Wallace Advisory Group, LLC 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.1% (2025 Q3)
πŸ“Š Avg. % of fund
1.06%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    IVVB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 43,960 -4,100 -8.5% 1.10% $1.4M $32.33
2025 Q2 INITIATED 48,060 β€” β€” 1.02% $1.4M $30.64

🏒 Other funds also holding IVVB

As of 2025 Q4 β€” 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% Valmark Advisers, Inc. 3Y 7Y 0.02%
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