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Patriot Financial Group Insurance Agency’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Patriot Financial Group Insurance Agency’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 		$201K Sell
5,433
-5,433
-50% -$197K 0.02% 476
2026
Q1 		$371K Buy
+10,866
New +$378K 0.02% 512

Other funds holding IVVM

FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
VCM
Vavra Capital Management Collegeville, Pennsylvania $114M AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
Chatterton & Associates Anaheim, California $170M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IVVM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 50% in Q2 2026, selling an estimated $197K and leaving 5,433 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #476.

Patriot Financial Group Insurance Agency first reported a position in IVVM in Q1 2026 and has held it in 2 quarters since. The position peaked at $371K in Q1 2026. 14 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 5,433 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $201K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 5,433 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $197K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #476 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q1 2026 and has held it in 2 quarters since.
  • Patriot Financial Group Insurance Agency's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $371K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.