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PFG Advisors’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

PFG 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
2025
Q4 		– Sell
-21,954
Closed -$751K – 819
2025
Q3 		$751K Buy
+21,954
New +$731K 0.03% 458

Other funds holding IVVM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
CCC
Compass Capital Corp Braintree, Massachusetts $279M AUM 28.36% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFG Advisors's IVVM Position: Q4 2025 in Review

PFG Advisors sold out of iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q4 2025, closing a stake of 21,954 shares — an estimated $751K sold.

PFG Advisors first reported a position in IVVM in Q3 2025 and held it in 1 quarter. The position peaked at $751K in Q3 2025. 24 funds tracked by Wall St. Rank hold IVVM as of Q4 2025.

  • PFG Advisors reported no remaining iShares Large Cap Moderate Quarterly Laddered ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Advisors sold 21,954 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q4 2025, an estimated $751K.
  • PFG Advisors first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q3 2025 and held it in 1 quarter.
  • PFG Advisors's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $751K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q4 2025.

Based on PFG Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.