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IVVM icon

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

GWN 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 		$229K Sell
6,209
-133
-2% -$4.82K 0.04% 454
2026
Q1 		$216K Buy
+6,342
New +$220K 0.04% 430

Other funds holding IVVM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return

GWN Securities's IVVM Position: Q2 2026 in Review

GWN Securities reduced its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 2.1% in Q2 2026, selling an estimated $4.82K and leaving 6,209 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #454.

GWN Securities first reported a position in IVVM in Q1 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • GWN Securities held 6,209 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $229K as of Q2 2026.
  • GWN Securities sold 133 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $4.82K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.04% of GWN Securities's portfolio in Q2 2026, its #454 holding.
  • GWN Securities first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q1 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.