CAL
IVVM icon

Capital Analysts LLC’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Capital Analysts LLC’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 		$214K Buy
5,803
+2,424
+72% +$87.8K ﹤0.01% 676
2026
Q1 		$115K Buy
+3,379
New +$117K ﹤0.01% 762

Other funds holding IVVM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAPTRUST Financial Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VCM
Vavra Capital Management Collegeville, Pennsylvania $114M AUM
Envestnet Portfolio Solutions
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

Capital Analysts LLC's IVVM Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 72% in Q2 2026, buying an estimated $87.8K and bringing the position to 5,803 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Capital Analysts LLC first reported a position in IVVM in Q1 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • Capital Analysts LLC held 5,803 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $214K as of Q2 2026.
  • Capital Analysts LLC bought 2,424 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $87.8K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #676 holding.
  • Capital Analysts LLC first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q1 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.