AE Wealth Management’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History
Bought
Maintained
Sold
Other funds holding IVVM
FFS
CFS
VCM
CCC
AE Wealth Management's IVVM Position: Q2 2026 in Review
AE Wealth Management increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 2.1% in Q2 2026, buying an estimated $580 and bringing the position to 783 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2193.
AE Wealth Management first reported a position in IVVM in Q1 2025 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.
- AE Wealth Management held 783 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $28.9K as of Q2 2026.
- AE Wealth Management bought 16 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $580.
- iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2193 holding.
- AE Wealth Management first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q1 2025 and has held it in 6 quarters since.
- 37 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.