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Harborfront Financial Group’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Harborfront Financial Group’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 		$74.5K Buy
+2,015
New +$73K 0.28% 63

Other funds holding IVVM

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Envestnet Asset Management
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FFS
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Raymond James Financial
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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

Harborfront Financial Group's IVVM Position: Q2 2026 in Review

Harborfront Financial Group opened a new position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q2 2026: 2,015 shares worth $74.5K. The stake represents 0.28% of the portfolio and ranks #63 among its holdings.

37 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • Harborfront Financial Group held 2,015 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $74.5K as of Q2 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF was a new Harborfront Financial Group position in Q2 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.28% of Harborfront Financial Group's portfolio in Q2 2026, its #63 holding.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on Harborfront Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.