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

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

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. 37 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.
37 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.