Bank of New York Mellon
IVVM icon

Bank of New York Mellon’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Bank of New York Mellon’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 		$214K Buy
+5,804
New +$210K ﹤0.01% 4122

Other funds holding IVVM

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FFS
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CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Bank of New York Mellon's IVVM Position: Q2 2026 in Review

Bank of New York Mellon opened a new position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q2 2026: 5,804 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #4122 among its holdings.

26 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • Bank of New York Mellon held 5,804 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $214K as of Q2 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF was a new Bank of New York Mellon position in Q2 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #4122 holding.
  • 26 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.