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Brookstone Capital Management’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Brookstone Capital Management’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 		$771K Buy
20,867
+1,841
+10% +$66.7K 0.01% 795
2026
Q1 		$649K Buy
+19,026
New +$661K 0.01% 787

Other funds holding IVVM

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Brookstone Capital Management's IVVM Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 9.7% in Q2 2026, buying an estimated $66.7K and bringing the position to 20,867 shares worth $771K. The position accounts for 0.01% of the portfolio, ranked #795.

Brookstone Capital Management first reported a position in IVVM in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • Brookstone Capital Management held 20,867 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $771K as of Q2 2026.
  • Brookstone Capital Management bought 1,841 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $66.7K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #795 holding.
  • Brookstone Capital Management first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.