Envestnet Portfolio Solutions
IVVM icon

Envestnet Portfolio Solutions’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Envestnet Portfolio Solutions’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 		$2.61M Buy
70,653
+11,660
+20% +$423K 0.01% 449
2026
Q1 		$2.01M Buy
58,993
+11,749
+25% +$408K 0.01% 454
2025
Q4 		$1.64M Buy
47,244
+5,963
+14% +$206K 0.01% 594
2025
Q3 		$1.41M Buy
41,281
+14,293
+53% +$476K 0.01% 628
2025
Q2 		$874K Buy
+26,988
New +$837K ﹤0.01% 843

Other funds holding IVVM

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
CA
Chatterton & Associates Anaheim, California $170M AUM
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Envestnet Portfolio Solutions's IVVM Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 20% in Q2 2026, buying an estimated $423K and bringing the position to 70,653 shares worth $2.61M. The position accounts for 0.01% of the portfolio, ranked #449.

Envestnet Portfolio Solutions first reported a position in IVVM in Q2 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • Envestnet Portfolio Solutions held 70,653 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $2.61M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 11,660 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $423K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #449 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q2 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.