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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $369B AUM 28.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CRA Financial Services's IVVM Position: Q2 2026 in Review

CRA Financial Services reduced its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 1.2% in Q2 2026, selling an estimated $66.2K and leaving 155,877 shares worth $5.76M. The position accounts for 0.66% of the portfolio, ranked #29.

CRA Financial Services first reported a position in IVVM in Q3 2023 and has held it in 12 quarters since. 37 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • CRA Financial Services held 155,877 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $5.76M as of Q2 2026.
  • CRA Financial Services sold 1,827 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $66.2K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.66% of CRA Financial Services's portfolio in Q2 2026, its #29 holding.
  • CRA Financial Services first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q3 2023 and has held it in 12 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.