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

IFP 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 Q3	$18.6K	Buy	492 +250	+103%	+$9.38K	﹤0.01%	3007
2026 Q2	$8.94K	Buy	242 +25	+12%	+$906	﹤0.01%	3464
2026 Q1	$7.4K	Hold	217	–	–	﹤0.01%	3314
2025 Q4	$7.55K	Hold	217	–	–	﹤0.01%	3214
2025 Q3	$7.42K	Buy	217 +2	+0.9%	+$67	﹤0.01%	3049
2025 Q2	$6.96K	Buy	+215	New	+$6.67K	﹤0.01%	3139

Other funds holding IVVM

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Vavra Capital Management Collegeville, Pennsylvania $115M AUM 11.8% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

IFP Advisors's IVVM Position: Q3 2026 in Review

IFP Advisors increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 103% in Q3 2026, buying an estimated $9.38K and bringing the position to 492 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3007.

IFP Advisors first reported a position in IVVM in Q2 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold IVVM as of Q3 2026.

IFP Advisors held 492 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $18.6K as of Q3 2026.
IFP Advisors bought 250 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q3 2026, an estimated $9.38K.
iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3007 holding.
IFP Advisors first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q2 2025 and has held it in 6 quarters since.
8 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.