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

Clearstead 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
2026
Q2 		$112K Hold
3,039
– – ﹤0.01% 1255
2026
Q1 		$104K Hold
3,039
– – ﹤0.01% 1130
2025
Q4 		$106K Hold
3,039
– – ﹤0.01% 1115
2025
Q3 		$104K Buy
+3,039
New +$101K ﹤0.01% 1046

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

Clearstead Advisors's IVVM Position: Q2 2026 in Review

Clearstead Advisors held its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) position steady in Q2 2026 at 3,039 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Clearstead Advisors first reported a position in IVVM in Q3 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • Clearstead Advisors held 3,039 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $112K as of Q2 2026.
  • Clearstead Advisors left its iShares Large Cap Moderate Quarterly Laddered ETF share count unchanged in Q2 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1255 holding.
  • Clearstead Advisors first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q3 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.