Cetera Investment Advisers
IVVM icon

Cetera Investment Advisers’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Cetera Investment Advisers’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 		$991K Buy
29,056
+3,646
+14% +$127K ﹤0.01% 2913
2025
Q4 		$884K Buy
25,410
+15,650
+160% +$541K ﹤0.01% 2924
2025
Q3 		$334K Buy
+9,760
New +$325K ﹤0.01% 3742

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 $424B AUM 22.94% 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 $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 $868M AUM 25.66% 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 $114M 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

Cetera Investment Advisers's IVVM Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 14% in Q1 2026, buying an estimated $127K and bringing the position to 29,056 shares worth $991K. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

Cetera Investment Advisers first reported a position in IVVM in Q3 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold IVVM as of Q1 2026.

  • Cetera Investment Advisers held 29,056 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $991K as of Q1 2026.
  • Cetera Investment Advisers bought 3,646 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q1 2026, an estimated $127K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2913 holding.
  • Cetera Investment Advisers first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q3 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.