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Compass Capital Corp’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Compass Capital Corp’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
Q1 		$2.25M Buy
61,880
+14,497
+31% +$504K 0.81% 35
2025
Q4 		$1.67M Buy
+47,383
New +$1.64M 0.64% 42

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 $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 $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $377B AUM 19.32% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Compass Capital Corp's IVVM Position: Q1 2026 in Review

Compass Capital Corp increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 31% in Q1 2026, buying an estimated $504K and bringing the position to 61,880 shares worth $2.25M. The position accounts for 0.81% of the portfolio, ranked #35.

Compass Capital Corp first reported a position in IVVM in Q4 2025 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold IVVM as of Q1 2026.

  • Compass Capital Corp held 61,880 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $2.25M as of Q1 2026.
  • Compass Capital Corp bought 14,497 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q1 2026, an estimated $504K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.81% of Compass Capital Corp's portfolio in Q1 2026, its #35 holding.
  • Compass Capital Corp first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q4 2025 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q1 2026.

Based on Compass Capital Corp's 13F filing for Q1 2026, filed 8 May 2026.