Ameritas Advisory Services’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History
Bought
Maintained
Sold
Other funds holding IVVM
FFS
CFS
VCM
CCC
Ameritas Advisory Services's IVVM Position: Q2 2026 in Review
Ameritas Advisory Services opened a new position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q2 2026: 5,783 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1071 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in IVVM as recently as Q3 2025.
Ameritas Advisory Services first reported a position in IVVM in Q2 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.
- Ameritas Advisory Services held 5,783 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $214K as of Q2 2026.
- iShares Large Cap Moderate Quarterly Laddered ETF was a new Ameritas Advisory Services position in Q2 2026.
- iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1071 holding.
- Ameritas Advisory Services first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q2 2025 and has held it in 3 quarters since.
- 37 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.
Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.