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CRA Financial Services’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

CRA Financial 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
2026
Q1 		$5.38M Sell
157,704
-3,730
-2% -$130K 0.7% 31
2025
Q4 		$5.62M Buy
161,434
+1,488
+0.9% +$51.4K 0.74% 31
2025
Q3 		$5.47M Buy
159,946
+1,975
+1% +$65.8K 0.75% 29
2025
Q2 		$5.11M Sell
157,971
-14,452
-8% -$448K 0.78% 28
2025
Q1 		$5.27M Buy
172,423
+6,908
+4% +$214K 0.9% 24
2024
Q4 		$5.08M Buy
165,515
+10,875
+7% +$336K 0.87% 22
2024
Q3 		$4.68M Buy
154,640
+13,670
+10% +$400K 0.86% 23
2024
Q2 		$4.08M Buy
140,970
+33,250
+31% +$932K 0.82% 25
2024
Q1 		$3M Buy
107,720
+33,975
+46% +$927K 0.65% 31
2023
Q4 		$1.96M Buy
73,745
+52,410
+246% +$1.35M 0.48% 38
2023
Q3 		$534K Buy
+21,335
New +$542K 0.15% 108

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
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VCM
Vavra Capital Management Collegeville, Pennsylvania $103M AUM
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
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

CRA Financial Services's IVVM Position: Q1 2026 in Review

CRA Financial Services reduced its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 2.3% in Q1 2026, selling an estimated $130K and leaving 157,704 shares worth $5.38M. The position accounts for 0.7% of the portfolio, ranked #31.

CRA Financial Services first reported a position in IVVM in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.62M in Q4 2025. 32 funds tracked by Wall St. Rank hold IVVM as of Q1 2026.

  • CRA Financial Services held 157,704 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $5.38M as of Q1 2026.
  • CRA Financial Services sold 3,730 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q1 2026, an estimated $130K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.7% of CRA Financial Services's portfolio in Q1 2026, its #31 holding.
  • CRA Financial Services first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q3 2023 and has held it in 11 quarters since.
  • CRA Financial Services's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $5.62M in Q4 2025.
  • 32 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.