Osaic Holdings’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Osaic Holdings’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	$1.04M	Buy	28,187 +1,202	+4%	+$43.6K	﹤0.01%	2958
2026 Q1	$920K	Sell	26,985 -3,294	-11%	-$114K	﹤0.01%	2790
2025 Q4	$1.05M	Sell	30,279 -14,938	-33%	-$516K	﹤0.01%	2646
2025 Q3	$1.54M	Buy	45,217 +14,505	+47%	+$483K	﹤0.01%	2406
2025 Q2	$994K	Buy	30,712 +19,331	+170%	+$600K	﹤0.01%	2515
2025 Q1	$348K	Buy	11,381 +5,952	+110%	+$184K	﹤0.01%	3186
2024 Q4	$166K	Buy	5,429 +5,131	+1,722%	+$159K	﹤0.01%	3763
2024 Q3	$9.02K	Hold	298	–	–	﹤0.01%	5887
2024 Q2	$8.63K	Buy	+298	New	+$8.35K	﹤0.01%	5874

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

Osaic Holdings's IVVM Position: Q2 2026 in Review

Osaic Holdings increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 4.5% in Q2 2026, buying an estimated $43.6K and bringing the position to 28,187 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2958.

Osaic Holdings first reported a position in IVVM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.54M in Q3 2025. 37 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

Osaic Holdings held 28,187 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $1.04M as of Q2 2026.
Osaic Holdings bought 1,202 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $43.6K.
iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2958 holding.
Osaic Holdings first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q2 2024 and has held it in 9 quarters since.
Osaic Holdings's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $1.54M in Q3 2025.
37 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.