M Holdings Securities’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

M Holdings Securities’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
2025 Q1	–	Sell	-103,341	Closed	-$3.17M	–	148
2024 Q4	$3.17M	Buy	103,341 +28,455	+38%	+$880K	0.51%	43
2024 Q3	$2.27M	Buy	74,886 +62,156	+488%	+$1.82M	0.57%	35
2024 Q2	$369K	Buy	+12,730	New	+$357K	0.05%	207

Other funds holding IVVM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

M Holdings Securities's IVVM Position: Q1 2025 in Review

M Holdings Securities sold out of iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q1 2025, closing a stake of 103,341 shares — an estimated $3.17M sold.

M Holdings Securities first reported a position in IVVM in Q2 2024 and held it in 3 quarters. The position peaked at $3.17M in Q4 2024. 14 funds tracked by Wall St. Rank hold IVVM as of Q1 2025.

M Holdings Securities reported no remaining iShares Large Cap Moderate Quarterly Laddered ETF position as of Q1 2025 after selling out during the quarter.
M Holdings Securities sold 103,341 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q1 2025, an estimated $3.17M.
M Holdings Securities first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q2 2024 and held it in 3 quarters.
M Holdings Securities's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $3.17M in Q4 2024.
14 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q1 2025.

Based on M Holdings Securities's 13F filing for Q1 2025, filed 13 May 2025.