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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
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

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
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Chatterton & Associates's IVVM Position: Q2 2026 in Review

Chatterton & Associates held its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) position steady in Q2 2026 at 8,042 shares worth $299K. The position accounts for 0.18% of the portfolio, ranked #79.

Chatterton & Associates first reported a position in IVVM in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • Chatterton & Associates held 8,042 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $299K as of Q2 2026.
  • Chatterton & Associates left its iShares Large Cap Moderate Quarterly Laddered ETF share count unchanged in Q2 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.18% of Chatterton & Associates's portfolio in Q2 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 3 quarters since.
  • 22 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.