LPL Financial
IVVM icon

LPL Financial’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

LPL Financial’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
Q1 		$4.21M Buy
123,454
+114,170
+1,230% +$3.97M ﹤0.01% 2786
2025
Q4 		$323K Hold
9,284
– – ﹤0.01% 5089
2025
Q3 		$318K Buy
+9,284
New +$309K ﹤0.01% 5009

Other funds holding IVVM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LPL Financial's IVVM Position: Q1 2026 in Review

LPL Financial increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 1,230% in Q1 2026, buying an estimated $3.97M and bringing the position to 123,454 shares worth $4.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2786.

LPL Financial first reported a position in IVVM in Q3 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold IVVM as of Q1 2026.

  • LPL Financial held 123,454 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $4.21M as of Q1 2026.
  • LPL Financial bought 114,170 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q1 2026, an estimated $3.97M.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2786 holding.
  • LPL Financial first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q3 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.