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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
Q1 		$115K Buy
+3,379
New +$117K ﹤0.01% 762

Other funds holding IVVM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $57.3B 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 $377B 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 $20.9B AUM 19.34% 1-Year Est. Return

Capital Analysts LLC's IVVM Position: Q1 2026 in Review

Capital Analysts LLC opened a new position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q1 2026: 3,379 shares worth $115K. The stake represents ﹤0.01% of the portfolio and ranks #762 among its holdings.

32 funds tracked by Wall St. Rank hold IVVM as of Q1 2026.

  • Capital Analysts LLC held 3,379 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $115K as of Q1 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF was a new Capital Analysts LLC position in Q1 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #762 holding.
  • 32 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.