Brookstone Capital Management
IVVM icon

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
Q3 		$773K Sell
20,478
-389
-2% -$14.6K 0.01% 790
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

CRA Financial Services
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Vavra Capital Management
Vavra Capital Management Collegeville, Pennsylvania $115M AUM 11.8% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Brookstone Capital Management's IVVM Position: Q3 2026 in Review

Brookstone Capital Management reduced its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 1.9% in Q3 2026, selling an estimated $14.6K and leaving 20,478 shares worth $773K. The position accounts for 0.01% of the portfolio, ranked #790.

Brookstone Capital Management first reported a position in IVVM in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold IVVM as of Q3 2026.

  • Brookstone Capital Management held 20,478 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $773K as of Q3 2026.
  • Brookstone Capital Management sold 389 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q3 2026, an estimated $14.6K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #790 holding.
  • Brookstone Capital Management first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q1 2026 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.