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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VCM

Vavra Capital Management Collegeville, Pennsylvania $115M AUM 11.8% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

CCC

Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 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. 37 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.
37 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.