Apollon Wealth Management’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History
Bought
Maintained
Sold
Other funds holding IVVM
FFS
CFS
VCM
CCC
Apollon Wealth Management's IVVM Position: Q2 2026 in Review
Apollon Wealth Management reduced its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 21% in Q2 2026, selling an estimated $51.2K and leaving 5,433 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.
Apollon Wealth Management first reported a position in IVVM in Q1 2026 and has held it in 2 quarters since. The position peaked at $234K in Q1 2026. 37 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.
- Apollon Wealth Management held 5,433 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $201K as of Q2 2026.
- Apollon Wealth Management sold 1,414 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $51.2K.
- iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1488 holding.
- Apollon Wealth Management first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q1 2026 and has held it in 2 quarters since.
- Apollon Wealth Management's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $234K in Q1 2026.
- 37 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.
Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.