Envestnet Asset Management
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Envestnet Asset Management’s iShares Large Cap Moderate Buffer ETF IVVM Stock Holding History

Envestnet Asset Management’s Portfolio IVVM Stock Details IVVM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15M Buy
464,422
+77,166
+20% +$2.5M ﹤0.01% 1447
2025
Q1 		$11.8M Buy
387,256
+211,161
+120% +$6.45M ﹤0.01% 1555
2024
Q4 		$5.4M Buy
+176,095
New +$5.4M ﹤0.01% 2048