Envestnet Asset Management’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History
Bought
Maintained
Sold
Other funds holding IVVM
FFS
CFS
VCM
CCC
OMC
Envestnet Asset Management's IVVM Position: Q1 2026 in Review
Envestnet Asset Management increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 7.9% in Q1 2026, buying an estimated $2.12M and bringing the position to 831,026 shares worth $28.3M. The position accounts for 0.01% of the portfolio, ranked #1116.
Envestnet Asset Management first reported a position in IVVM in Q4 2024 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold IVVM as of Q1 2026.
- Envestnet Asset Management held 831,026 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $28.3M as of Q1 2026.
- Envestnet Asset Management bought 60,881 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q1 2026, an estimated $2.12M.
- iShares Large Cap Moderate Quarterly Laddered ETF made up 0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1116 holding.
- Envestnet Asset Management first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q4 2024 and has held it in 6 quarters since.
- 32 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.