Jeff Yass’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Jeff Yass’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	$1.8M	Buy	48,670 +1,841	+4%	+$66.7K	﹤0.01%	6739
2026 Q1	$1.6M	Buy	46,829 +23,801	+103%	+$827K	﹤0.01%	6696
2025 Q4	$801K	Buy	+23,028	New	+$796K	﹤0.01%	7677
2025 Q2	–	Sell	-40,679	Closed	-$1.24M	–	13186
2025 Q1	$1.24M	Sell	40,679 -20,071	-33%	-$621K	﹤0.01%	6707
2024 Q4	$1.86M	Buy	60,750 +14,604	+32%	+$451K	﹤0.01%	5482
2024 Q3	$1.4M	Buy	46,146 +19,156	+71%	+$561K	﹤0.01%	6066
2024 Q2	$782K	Buy	26,990 +17,772	+193%	+$498K	﹤0.01%	7169
2024 Q1	$257K	Sell	9,218 -12,116	-57%	-$330K	﹤0.01%	10060
2023 Q4	$567K	Buy	+21,334	New	+$549K	﹤0.01%	8349

Other funds holding IVVM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

VCM

Vavra Capital Management Collegeville, Pennsylvania $114M AUM

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

Jeff Yass's IVVM Position: Q2 2026 in Review

Jeff Yass increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 3.9% in Q2 2026, buying an estimated $66.7K and bringing the position to 48,670 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #6739.

Jeff Yass first reported a position in IVVM in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.86M in Q4 2024. 37 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

Jeff Yass held 48,670 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $1.8M as of Q2 2026.
Jeff Yass bought 1,841 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $66.7K.
iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6739 holding.
Jeff Yass first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q4 2023 and has held it in 9 quarters since.
Jeff Yass's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $1.86M in Q4 2024.
37 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.