AssetMark Inc’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

AssetMark Inc’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	$5.67K	Hold	150	–	–	﹤0.01%	2725
2026 Q2	$5.54K	Sell	150 -3,076	-95%	-$111K	﹤0.01%	2649
2026 Q1	$110K	Sell	3,226 -361	-10%	-$12.5K	﹤0.01%	1510
2025 Q4	$125K	Hold	3,587	–	–	﹤0.01%	1425
2025 Q3	$123K	Buy	+3,587	New	+$119K	﹤0.01%	1377

Other funds holding IVVM

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

LPL Financial San Diego, California $468B AUM 17.69% 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 18.75% 1-Year Est. Return

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

MIL

MFG Investments, LLC Medford, New Jersey $92.8M AUM

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

AssetMark Inc's IVVM Position: Q3 2026 in Review

AssetMark Inc held its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) position steady in Q3 2026 at 150 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2725.

AssetMark Inc first reported a position in IVVM in Q3 2025 and has held it in 5 quarters since. The position peaked at $125K in Q4 2025. 16 funds tracked by Wall St. Rank hold IVVM as of Q3 2026.

AssetMark Inc held 150 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $5.67K as of Q3 2026.
AssetMark Inc 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 AssetMark Inc's portfolio in Q3 2026, its #2725 holding.
AssetMark Inc first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q3 2025 and has held it in 5 quarters since.
AssetMark Inc's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $125K in Q4 2025.
16 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.