AWM
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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
Q1 		$234K Buy
+6,847
New +$238K ﹤0.01% 1247

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
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VCM
Vavra Capital Management Collegeville, Pennsylvania $103M 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

Apollon Wealth Management's IVVM Position: Q1 2026 in Review

Apollon Wealth Management opened a new position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q1 2026: 6,847 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings.

32 funds tracked by Wall St. Rank hold IVVM as of Q1 2026.

  • Apollon Wealth Management held 6,847 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $234K as of Q1 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF was a new Apollon Wealth Management position in Q1 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1247 holding.
  • 32 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.