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

DHJJ Financial 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	$37	Hold	1	–	–	﹤0.01%	1073
2026 Q1	$35	Hold	1	–	–	﹤0.01%	1070
2025 Q4	$35	Hold	1	–	–	﹤0.01%	1028
2025 Q3	$35	Hold	1	–	–	﹤0.01%	992
2025 Q2	$33	Hold	1	–	–	﹤0.01%	962
2025 Q1	$31	Hold	1	–	–	﹤0.01%	919
2024 Q4	$31	Hold	1	–	–	﹤0.01%	888
2024 Q3	$31	Hold	1	–	–	﹤0.01%	869
2024 Q2	$29	Buy	+1	New	+$28	﹤0.01%	824

Other funds holding IVVM

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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 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

DHJJ Financial Advisors's IVVM Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) position steady in Q2 2026 at 1 share worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

DHJJ Financial Advisors first reported a position in IVVM in Q2 2024 and has held it in 9 quarters since. 22 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

DHJJ Financial Advisors held 1 share of iShares Large Cap Moderate Quarterly Laddered ETF worth $37 as of Q2 2026.
DHJJ Financial Advisors left its iShares Large Cap Moderate Quarterly Laddered ETF share count unchanged in Q2 2026.
iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #1073 holding.
DHJJ Financial Advisors first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q2 2024 and has held it in 9 quarters since.
22 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

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