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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VCM

Vavra Capital Management Collegeville, Pennsylvania $114M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CCC

Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 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. 37 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.
37 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.