AWM
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AE Wealth Management’s iShares Large Cap Moderate Buffer ETF IVVM Stock Holding History

AE Wealth Management’s Portfolio IVVM Stock Details IVVM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.6K Buy
450
+283
+169% +$9.16K ﹤0.01% 1823
2025
Q1 		$5.1K Buy
+167
New +$5.1K ﹤0.01% 1937