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

CoreCap 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 Q3	$18.2K	Buy	482 +16	+3%	+$600	﹤0.01%	1834
2026 Q2	$17.2K	Sell	466 -26	-5%	-$942	﹤0.01%	1863
2026 Q1	$16.8K	Hold	492	–	–	﹤0.01%	1738
2025 Q4	$17.1K	Hold	492	–	–	﹤0.01%	1741
2025 Q3	$16.8K	Hold	492	–	–	﹤0.01%	1737
2025 Q2	$15.9K	Hold	492	–	–	﹤0.01%	1692
2025 Q1	$15K	Buy	492 +397	+418%	+$12.3K	﹤0.01%	1652
2024 Q4	$2.91K	Buy	+95	New	+$2.94K	﹤0.01%	2126

Other funds holding IVVM

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

VCM

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

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors's IVVM Position: Q3 2026 in Review

CoreCap Advisors increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 3.4% in Q3 2026, buying an estimated $600 and bringing the position to 482 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

CoreCap Advisors first reported a position in IVVM in Q4 2024 and has held it in 8 quarters since. 6 funds tracked by Wall St. Rank hold IVVM as of Q3 2026.

CoreCap Advisors held 482 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $18.2K as of Q3 2026.
CoreCap Advisors bought 16 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q3 2026, an estimated $600.
iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1834 holding.
CoreCap Advisors first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q4 2024 and has held it in 8 quarters since.
6 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.