EWM
IVVM icon

Evolution Wealth Management’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Evolution Wealth 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
2025
Q4 		– Sell
-55,069
Closed -$1.88M – 769
2025
Q3 		$1.88M Buy
+55,069
New +$1.83M 1.93% 10

Other funds holding IVVM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Evolution Wealth Management's IVVM Position: Q4 2025 in Review

Evolution Wealth Management sold out of iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q4 2025, closing a stake of 55,069 shares — an estimated $1.88M sold.

Evolution Wealth Management first reported a position in IVVM in Q3 2025 and held it in 1 quarter. The position peaked at $1.88M in Q3 2025. 24 funds tracked by Wall St. Rank hold IVVM as of Q4 2025.

  • Evolution Wealth Management reported no remaining iShares Large Cap Moderate Quarterly Laddered ETF position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 55,069 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q4 2025, an estimated $1.88M.
  • Evolution Wealth Management first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q3 2025 and held it in 1 quarter.
  • Evolution Wealth Management's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $1.88M in Q3 2025.
  • 24 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.