MML Investors Services
IVVM icon

MML Investors Services’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

MML Investors Services’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 		$266K Buy
+7,185
New +$260K ﹤0.01% 2909

Other funds holding IVVM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CAPTRUST Financial Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 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
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

MML Investors Services's IVVM Position: Q2 2026 in Review

MML Investors Services opened a new position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q2 2026: 7,185 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #2909 among its holdings.

30 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • MML Investors Services held 7,185 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $266K as of Q2 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF was a new MML Investors Services position in Q2 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2909 holding.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.