Founders Financial Securities
IVVM icon

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
Q3 		$16.4M Sell
433,819
-3,465
-0.8% -$130K 0.81% 24
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

CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
Vavra Capital Management
Vavra Capital Management Collegeville, Pennsylvania $115M AUM 11.8% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
MIL
MFG Investments, LLC Medford, New Jersey $92.8M AUM
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Founders Financial Securities's IVVM Position: Q3 2026 in Review

Founders Financial Securities reduced its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 0.79% in Q3 2026, selling an estimated $130K and leaving 433,819 shares worth $16.4M. The position accounts for 0.81% of the portfolio, ranked #24.

Founders Financial Securities first reported a position in IVVM in Q1 2026 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold IVVM as of Q3 2026.

  • Founders Financial Securities held 433,819 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $16.4M as of Q3 2026.
  • Founders Financial Securities sold 3,465 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q3 2026, an estimated $130K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.81% of Founders Financial Securities's portfolio in Q3 2026, its #24 holding.
  • Founders Financial Securities first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q1 2026 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.