CRA Financial Services
IVVM icon

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
Q3 		$5.62M Sell
148,692
-7,185
-5% -$270K 0.62% 31
2026
Q2 		$5.76M Sell
155,877
-1,827
-1% -$66.2K 0.66% 29
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

Vavra Capital Management
Vavra Capital Management Collegeville, Pennsylvania $115M AUM 11.8% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CRA Financial Services's IVVM Position: Q3 2026 in Review

CRA Financial Services reduced its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 4.6% in Q3 2026, selling an estimated $270K and leaving 148,692 shares worth $5.62M. The position accounts for 0.62% of the portfolio, ranked #31.

CRA Financial Services first reported a position in IVVM in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.76M in Q2 2026. 8 funds tracked by Wall St. Rank hold IVVM as of Q3 2026.

  • CRA Financial Services held 148,692 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $5.62M as of Q3 2026.
  • CRA Financial Services sold 7,185 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q3 2026, an estimated $270K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.62% of CRA Financial Services's portfolio in Q3 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 13 quarters since.
  • CRA Financial Services's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $5.76M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.