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Ameritas Advisory Services’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-897
Closed -$30.7K – 1545
2025
Q3 		$30.7K Sell
897
-1,398
-61% -$46.5K ﹤0.01% 1270
2025
Q2 		$74.3K Buy
+2,295
New +$71.2K ﹤0.01% 1125

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 $424B AUM 22.94% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
VCM
Vavra Capital Management Collegeville, Pennsylvania $114M 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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameritas Advisory Services's IVVM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q4 2025, closing a stake of 897 shares — an estimated $30.7K sold.

Ameritas Advisory Services first reported a position in IVVM in Q2 2025 and held it in 2 quarters. The position peaked at $74.3K in Q2 2025. 24 funds tracked by Wall St. Rank hold IVVM as of Q4 2025.

  • Ameritas Advisory Services reported no remaining iShares Large Cap Moderate Quarterly Laddered ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 897 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q4 2025, an estimated $30.7K.
  • Ameritas Advisory Services first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $74.3K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.