Clear Point Advisors
IVVM icon

Clear Point Advisors’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Clear Point Advisors’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
2024
Q4 		– Sell
-3,200
Closed -$96.8K – 325
2024
Q3 		$96.8K Hold
3,200
– – 0.07% 150
2024
Q2 		$92.7K Buy
+3,200
New +$89.7K 0.08% 147

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M Holdings Securities
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CAPTRUST Financial Advisors
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Susquehanna International Group
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Strategic Blueprint
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LifeGoal Wealth Advisors
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Clear Point Advisors's IVVM Position: Q4 2024 in Review

Clear Point Advisors sold out of iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q4 2024, closing a stake of 3,200 shares — an estimated $96.8K sold.

Clear Point Advisors first reported a position in IVVM in Q2 2024 and held it in 2 quarters. The position peaked at $96.8K in Q3 2024. 16 funds tracked by Wall St. Rank hold IVVM as of Q4 2024.

  • Clear Point Advisors reported no remaining iShares Large Cap Moderate Quarterly Laddered ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 3,200 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q4 2024, an estimated $96.8K.
  • Clear Point Advisors first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q2 2024 and held it in 2 quarters.
  • Clear Point Advisors's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $96.8K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.