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

LifeGoal Wealth 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 		$901K Buy
24,372
+4,294
+21% +$156K 0.41% 36
2026
Q1 		$688K Sell
20,078
-5,286
-21% -$184K 0.39% 41
2025
Q4 		$882K Buy
25,364
+4,517
+22% +$156K 0.59% 32
2025
Q3 		$713K Buy
20,847
+13,191
+172% +$439K 0.59% 34
2025
Q2 		$248K Sell
7,656
-2,979
-28% -$92.4K 0.24% 58
2025
Q1 		$325K Sell
10,635
-5,559
-34% -$172K 0.35% 47
2024
Q4 		$497K Buy
+16,194
New +$501K 0.54% 40

Other funds holding IVVM

FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
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

LifeGoal Wealth Advisors's IVVM Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 21% in Q2 2026, buying an estimated $156K and bringing the position to 24,372 shares worth $901K. The position accounts for 0.41% of the portfolio, ranked #36.

LifeGoal Wealth Advisors first reported a position in IVVM in Q4 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • LifeGoal Wealth Advisors held 24,372 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $901K as of Q2 2026.
  • LifeGoal Wealth Advisors bought 4,294 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $156K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.41% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • LifeGoal Wealth Advisors first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q4 2024 and has held it in 7 quarters since.
  • 14 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.