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

NewEdge 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 Q1	$696K	Buy	20,407 +1,373	+7%	+$47.7K	﹤0.01%	1741
2025 Q4	$662K	Buy	19,034 +2,592	+16%	+$89.6K	﹤0.01%	1760
2025 Q3	$562K	Buy	16,442 +4,299	+35%	+$143K	﹤0.01%	1745
2025 Q2	$393K	Buy	12,143 +1,550	+15%	+$48.1K	﹤0.01%	1838
2025 Q1	$324K	Buy	+10,593	New	+$328K	﹤0.01%	1845

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

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NewEdge Advisors's IVVM Position: Q1 2026 in Review

NewEdge Advisors increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 7.2% in Q1 2026, buying an estimated $47.7K and bringing the position to 20,407 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

NewEdge Advisors first reported a position in IVVM in Q1 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold IVVM as of Q1 2026.

NewEdge Advisors held 20,407 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $696K as of Q1 2026.
NewEdge Advisors bought 1,373 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q1 2026, an estimated $47.7K.
iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1741 holding.
NewEdge Advisors first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q1 2025 and has held it in 5 quarters since.
32 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.