AWM
IVVM icon

AE Wealth Management’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

AE Wealth Management’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
Q1 		$26.2K Sell
767
-6
-0.8% -$208 ﹤0.01% 2080
2025
Q4 		$26.9K Buy
773
+5
+0.7% +$173 ﹤0.01% 1968
2025
Q3 		$26.3K Buy
768
+318
+71% +$10.6K ﹤0.01% 1846
2025
Q2 		$14.6K Buy
450
+283
+169% +$8.78K ﹤0.01% 1823
2025
Q1 		$5.1K Buy
+167
New +$5.16K ﹤0.01% 1937

Other funds holding IVVM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VCM
Vavra Capital Management Collegeville, Pennsylvania $103M AUM
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AE Wealth Management's IVVM Position: Q1 2026 in Review

AE Wealth Management reduced its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 0.78% in Q1 2026, selling an estimated $208 and leaving 767 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

AE Wealth Management first reported a position in IVVM in Q1 2025 and has held it in 5 quarters since. The position peaked at $26.9K in Q4 2025. 32 funds tracked by Wall St. Rank hold IVVM as of Q1 2026.

  • AE Wealth Management held 767 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $26.2K as of Q1 2026.
  • AE Wealth Management sold 6 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q1 2026, an estimated $208.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2080 holding.
  • AE Wealth Management first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q1 2025 and has held it in 5 quarters since.
  • AE Wealth Management's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $26.9K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.