HighTower Advisors’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

HighTower Advisors’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	$413K	Hold	12,117	–	–	﹤0.01%	2892
2025 Q4	$422K	Hold	12,117	–	–	﹤0.01%	2762
2025 Q3	$414K	Buy	+12,117	New	+$403K	﹤0.01%	2768
2025 Q2	–	Sell	-12,117	Closed	-$370K	–	3869
2025 Q1	$370K	Hold	12,117	–	–	﹤0.01%	2700
2024 Q4	$372K	Hold	12,117	–	–	﹤0.01%	2717
2024 Q3	$367K	Hold	12,117	–	–	﹤0.01%	2649
2024 Q2	$351K	Buy	+12,117	New	+$340K	﹤0.01%	2589

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

HighTower Advisors's IVVM Position: Q1 2026 in Review

HighTower Advisors held its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) position steady in Q1 2026 at 12,117 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #2892.

HighTower Advisors first reported a position in IVVM in Q2 2024 and has held it in 7 quarters since. The position peaked at $422K in Q4 2025. 32 funds tracked by Wall St. Rank hold IVVM as of Q1 2026.

HighTower Advisors held 12,117 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $413K as of Q1 2026.
HighTower Advisors left its iShares Large Cap Moderate Quarterly Laddered ETF share count unchanged in Q1 2026.
iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2892 holding.
HighTower Advisors first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q2 2024 and has held it in 7 quarters since.
HighTower Advisors's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $422K in Q4 2025.
32 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.