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 Q2	$747K	Sell	20,223 -184	-0.9%	-$6.67K	﹤0.01%	1863
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 $6.73T AUM 46.02% 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 $369B AUM 28.27% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

VCM

Vavra Capital Management Collegeville, Pennsylvania $114M AUM

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

NewEdge Advisors's IVVM Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 0.9% in Q2 2026, selling an estimated $6.67K and leaving 20,223 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

NewEdge Advisors first reported a position in IVVM in Q1 2025 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

NewEdge Advisors held 20,223 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $747K as of Q2 2026.
NewEdge Advisors sold 184 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $6.67K.
iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1863 holding.
NewEdge Advisors first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q1 2025 and has held it in 6 quarters since.
37 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.