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Action Point Financial Planning’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Action Point Financial Planning’s Portfolio IVVM Stock Details IVVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.4K Buy
+2,473
New +$89.6K 0.01% 624

Other funds holding IVVM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VCM
Vavra Capital Management Collegeville, Pennsylvania $114M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return

Action Point Financial Planning's IVVM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q2 2026: 2,473 shares worth $91.4K. The stake represents 0.01% of the portfolio and ranks #624 among its holdings.

37 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • Action Point Financial Planning held 2,473 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $91.4K as of Q2 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #624 holding.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.