CPA
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

Other funds holding IVVM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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.