Old Mission Capital’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-50,453
Closed -$1.72M 1211
2026
Q1
$1.72M Buy
+50,453
New +$1.75M 0.03% 272
2024
Q3
Sell
-20,353
Closed -$589K 1615
2024
Q2
$589K Buy
+20,353
New +$570K 0.01% 663

Other funds holding IVVM

Old Mission Capital's IVVM Position: Q2 2026 in Review

Old Mission Capital sold out of iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q2 2026, closing a stake of 50,453 shares — an estimated $1.72M sold.

Old Mission Capital first reported a position in IVVM in Q2 2024 and held it in 2 quarters. The position peaked at $1.72M in Q1 2026. 37 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • Old Mission Capital reported no remaining iShares Large Cap Moderate Quarterly Laddered ETF position as of Q2 2026 after selling out during the quarter.
  • Old Mission Capital sold 50,453 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $1.72M.
  • Old Mission Capital first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q2 2024 and held it in 2 quarters.
  • Old Mission Capital's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $1.72M in Q1 2026.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.