CA
IVVM icon

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
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

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
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

CoreCap Advisors's IVVM Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 5.3% in Q2 2026, selling an estimated $942 and leaving 466 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

CoreCap Advisors first reported a position in IVVM in Q4 2024 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • CoreCap Advisors held 466 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $17.2K as of Q2 2026.
  • CoreCap Advisors sold 26 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $942.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1863 holding.
  • CoreCap Advisors first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q4 2024 and has held it in 7 quarters since.
  • 22 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.