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 Q1	$216K	Buy	+6,342	New	+$220K	0.04%	430

Other funds holding IVVM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VCM

Vavra Capital Management Collegeville, Pennsylvania $103M AUM

CCC

Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

GWN Securities's IVVM Position: Q1 2026 in Review

GWN Securities opened a new position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q1 2026: 6,342 shares worth $216K. The stake represents 0.04% of the portfolio and ranks #430 among its holdings.

32 funds tracked by Wall St. Rank hold IVVM as of Q1 2026.

GWN Securities held 6,342 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $216K as of Q1 2026.
iShares Large Cap Moderate Quarterly Laddered ETF was a new GWN Securities position in Q1 2026.
iShares Large Cap Moderate Quarterly Laddered ETF made up 0.04% of GWN Securities's portfolio in Q1 2026, its #430 holding.
32 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.