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

COFG 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 		$629K Buy
17,016
+1,662
+11% +$60.2K 0.11% 129
2026
Q1 		$524K Buy
+15,354
New +$534K 0.13% 112

Other funds holding IVVM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return

COFG Advisors's IVVM Position: Q2 2026 in Review

COFG Advisors increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 11% in Q2 2026, buying an estimated $60.2K and bringing the position to 17,016 shares worth $629K. The position accounts for 0.11% of the portfolio, ranked #129.

COFG Advisors first reported a position in IVVM in Q1 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • COFG Advisors held 17,016 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $629K as of Q2 2026.
  • COFG Advisors bought 1,662 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $60.2K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.11% of COFG Advisors's portfolio in Q2 2026, its #129 holding.
  • COFG Advisors first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q1 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.