BlackRock
IVVM icon

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

BlackRock’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
Q1 		$36.3M Hold
1,064,500
– – ﹤0.01% 2721
2025
Q4 		$37M Hold
1,064,500
– – ﹤0.01% 2717
2025
Q3 		$36.4M Hold
1,064,500
– – ﹤0.01% 2715
2025
Q2 		$34.5M Hold
1,064,500
– – ﹤0.01% 2690
2025
Q1 		$32.5M Hold
1,064,500
– – ﹤0.01% 2630
2024
Q4 		$32.6M Hold
1,064,500
– – ﹤0.01% 2727
2024
Q3 		$32.2M Hold
1,064,500
– – ﹤0.01% 2735
2024
Q2 		$30.8M Hold
1,064,500
– – ﹤0.01% 2719
2024
Q1 		$29.7M Buy
1,064,500
+720,000
+209% +$19.6M ﹤0.01% 2765
2023
Q4 		$9.16M Sell
344,500
-45,500
-12% -$1.17M ﹤0.01% 3440
2023
Q3 		$9.77M Buy
+390,000
New +$9.91M ﹤0.01% 3349

Other funds holding IVVM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VCM
Vavra Capital Management Collegeville, Pennsylvania $103M AUM
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return