AssetMark Inc
IVVM icon

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
VCM
Vavra Capital Management Collegeville, Pennsylvania $114M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM

AssetMark Inc's IVVM Position: Q2 2026 in Review

AssetMark Inc reduced its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 95% in Q2 2026, selling an estimated $111K and leaving 150 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2649.

AssetMark Inc first reported a position in IVVM in Q3 2025 and has held it in 4 quarters since. The position peaked at $125K in Q4 2025. 17 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • AssetMark Inc held 150 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $5.54K as of Q2 2026.
  • AssetMark Inc sold 3,076 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $111K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2649 holding.
  • AssetMark Inc first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q3 2025 and has held it in 4 quarters since.
  • AssetMark Inc's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $125K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.