Chatterton & Associates
IVVM icon

Chatterton & Associates’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Chatterton & Associates’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 		$304K Hold
8,042
– – 0.14% 79
2026
Q2 		$299K Hold
8,042
– – 0.18% 79
2026
Q1 		$282K Hold
8,042
– – 0.2% 76
2025
Q4 		$280K Buy
+8,042
New +$278K 0.24% 63

Other funds holding IVVM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Vavra Capital Management
Vavra Capital Management Collegeville, Pennsylvania $115M AUM 11.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return
COFG Advisors
COFG Advisors Oak Brook, Illinois $595M AUM 20.6% 1-Year Est. Return

Chatterton & Associates's IVVM Position: Q3 2026 in Review

Chatterton & Associates held its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) position steady in Q3 2026 at 8,042 shares worth $304K. The position accounts for 0.14% of the portfolio, ranked #79.

Chatterton & Associates first reported a position in IVVM in Q4 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold IVVM as of Q3 2026.

  • Chatterton & Associates held 8,042 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $304K as of Q3 2026.
  • Chatterton & Associates left its iShares Large Cap Moderate Quarterly Laddered ETF share count unchanged in Q3 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.14% of Chatterton & Associates's portfolio in Q3 2026, its #79 holding.
  • Chatterton & Associates first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q4 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.