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 Q2	$39.4M	Buy	1,065,711 +1,211	+0.1%	+$43.9K	﹤0.01%	2825
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 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock's IVVM Position: Q2 2026 in Review

BlackRock increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 0.11% in Q2 2026, buying an estimated $43.9K and bringing the position to 1,065,711 shares worth $39.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2825.

BlackRock first reported a position in IVVM in Q3 2023 and has held it in 12 quarters since. 37 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

BlackRock held 1,065,711 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $39.4M as of Q2 2026.
BlackRock bought 1,211 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $43.9K.
iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of BlackRock's portfolio in Q2 2026, its #2825 holding.
BlackRock first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q3 2023 and has held it in 12 quarters since.
37 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on BlackRock's 13F filing for Q2 2026, filed 7 Aug 2026.