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

Apollon 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 Q3	$205K	Hold	5,433	–	–	﹤0.01%	1516
2026 Q2	$201K	Sell	5,433 -1,414	-21%	-$51.2K	﹤0.01%	1488
2026 Q1	$234K	Buy	+6,847	New	+$238K	﹤0.01%	1247

Other funds holding IVVM

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Vavra Capital Management Collegeville, Pennsylvania $115M AUM 11.8% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management's IVVM Position: Q3 2026 in Review

Apollon Wealth Management held its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) position steady in Q3 2026 at 5,433 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Apollon Wealth Management first reported a position in IVVM in Q1 2026 and has held it in 3 quarters since. The position peaked at $234K in Q1 2026. 12 funds tracked by Wall St. Rank hold IVVM as of Q3 2026.

Apollon Wealth Management held 5,433 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $205K as of Q3 2026.
Apollon Wealth Management left its iShares Large Cap Moderate Quarterly Laddered ETF share count unchanged in Q3 2026.
iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q3 2026, its #1516 holding.
Apollon Wealth Management first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q1 2026 and has held it in 3 quarters since.
Apollon Wealth Management's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $234K in Q1 2026.
12 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.