Envestnet Asset Management
IVVM icon

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

Envestnet Asset Management’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 		$26.8M Sell
724,237
-106,789
-13% -$3.87M 0.01% 1230
2026
Q1 		$28.3M Buy
831,026
+60,881
+8% +$2.12M 0.01% 1116
2025
Q4 		$26.8M Buy
770,145
+163,861
+27% +$5.66M 0.01% 1049
2025
Q3 		$20.7M Buy
606,284
+141,862
+31% +$4.72M 0.01% 1259
2025
Q2 		$15M Buy
464,422
+77,166
+20% +$2.39M ﹤0.01% 1447
2025
Q1 		$11.8M Buy
387,256
+211,161
+120% +$6.53M ﹤0.01% 1555
2024
Q4 		$5.4M Buy
+176,095
New +$5.44M ﹤0.01% 2048

Other funds holding IVVM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 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

Envestnet Asset Management's IVVM Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 13% in Q2 2026, selling an estimated $3.87M and leaving 724,237 shares worth $26.8M. The position accounts for 0.01% of the portfolio, ranked #1230.

Envestnet Asset Management first reported a position in IVVM in Q4 2024 and has held it in 7 quarters since. The position peaked at $28.3M in Q1 2026. 37 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • Envestnet Asset Management held 724,237 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $26.8M as of Q2 2026.
  • Envestnet Asset Management sold 106,789 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $3.87M.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1230 holding.
  • Envestnet Asset Management first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q4 2024 and has held it in 7 quarters since.
  • Envestnet Asset Management's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $28.3M in Q1 2026.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.