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Founders Financial Securities’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Founders Financial Securities’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 		$16.2M Sell
437,284
-1,081
-0.2% -$39.2K 0.83% 21
2026
Q1 		$15.4M Buy
+438,365
New +$15.2M 0.87% 20

Other funds holding IVVM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
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
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Founders Financial Securities's IVVM Position: Q2 2026 in Review

Founders Financial Securities reduced its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 0.25% in Q2 2026, selling an estimated $39.2K and leaving 437,284 shares worth $16.2M. The position accounts for 0.83% of the portfolio, ranked #21.

Founders Financial Securities first reported a position in IVVM in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • Founders Financial Securities held 437,284 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $16.2M as of Q2 2026.
  • Founders Financial Securities sold 1,081 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $39.2K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.83% of Founders Financial Securities's portfolio in Q2 2026, its #21 holding.
  • Founders Financial Securities first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.