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BIP Wealth’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

BIP Wealth’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 		– Sell
-31,105
Closed -$1.06M – 572
2026
Q1 		$1.06M Buy
31,105
+785
+3% +$27.3K 0.04% 189
2025
Q4 		$1.05M Buy
+30,320
New +$1.05M 0.04% 209

Other funds holding IVVM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

BIP Wealth's IVVM Position: Q2 2026 in Review

BIP Wealth sold out of iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q2 2026, closing a stake of 31,105 shares — an estimated $1.06M sold.

BIP Wealth first reported a position in IVVM in Q4 2025 and held it in 2 quarters. The position peaked at $1.06M in Q1 2026. 22 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • BIP Wealth reported no remaining iShares Large Cap Moderate Quarterly Laddered ETF position as of Q2 2026 after selling out during the quarter.
  • BIP Wealth sold 31,105 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $1.06M.
  • BIP Wealth first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q4 2025 and held it in 2 quarters.
  • BIP Wealth's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $1.06M in Q1 2026.
  • 22 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.