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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
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

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IFP Advisors's IVVM Position: Q2 2026 in Review

IFP Advisors increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 12% in Q2 2026, buying an estimated $906 and bringing the position to 242 shares worth $8.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3464.

IFP Advisors first reported a position in IVVM in Q2 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • IFP Advisors held 242 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $8.94K as of Q2 2026.
  • IFP Advisors bought 25 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $906.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3464 holding.
  • IFP Advisors first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q2 2025 and has held it in 5 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.