Commonwealth Equity Services
IVVM icon

Commonwealth Equity Services’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Commonwealth Equity Services’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
2025
Q3 		– Sell
-6,953
Closed -$225K – 4347
2025
Q2 		$225K Buy
+6,953
New +$216K ﹤0.01% 3822

Other funds holding IVVM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Commonwealth Equity Services's IVVM Position: Q3 2025 in Review

Commonwealth Equity Services sold out of iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q3 2025, closing a stake of 6,953 shares — an estimated $225K sold.

Commonwealth Equity Services first reported a position in IVVM in Q2 2025 and held it in 1 quarter. The position peaked at $225K in Q2 2025. 23 funds tracked by Wall St. Rank hold IVVM as of Q3 2025.

  • Commonwealth Equity Services reported no remaining iShares Large Cap Moderate Quarterly Laddered ETF position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 6,953 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q3 2025, an estimated $225K.
  • Commonwealth Equity Services first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q2 2025 and held it in 1 quarter.
  • Commonwealth Equity Services's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $225K in Q2 2025.
  • 23 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.