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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$393K Buy
12,143
+1,550
+15% +$50.2K ﹤0.01% 1838
2025
Q1
$324K Buy
+10,593
New +$324K ﹤0.01% 1845