AP
IVVM icon

Americana Partners’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Americana Partners’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
2025
Q1 		– Sell
-496,914
Closed -$15.2M – 395
2024
Q4 		$15.2M Buy
+496,914
New +$15.4M 0.62% 45

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
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Americana Partners's IVVM Position: Q1 2025 in Review

Americana Partners sold out of iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q1 2025, closing a stake of 496,914 shares — an estimated $15.2M sold.

Americana Partners first reported a position in IVVM in Q4 2024 and held it in 1 quarter. The position peaked at $15.2M in Q4 2024. 14 funds tracked by Wall St. Rank hold IVVM as of Q1 2025.

  • Americana Partners reported no remaining iShares Large Cap Moderate Quarterly Laddered ETF position as of Q1 2025 after selling out during the quarter.
  • Americana Partners sold 496,914 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q1 2025, an estimated $15.2M.
  • Americana Partners first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q4 2024 and held it in 1 quarter.
  • Americana Partners's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $15.2M in Q4 2024.
  • 14 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q1 2025.

Based on Americana Partners's 13F filing for Q1 2025, filed 12 May 2025.