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

PFG Investments’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 		$1.34M Buy
+36,288
New +$1.31M 0.05% 320

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
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
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PFG Investments's IVVM Position: Q2 2026 in Review

PFG Investments opened a new position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q2 2026: 36,288 shares worth $1.34M. The stake represents 0.05% of the portfolio and ranks #320 among its holdings.

14 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • PFG Investments held 36,288 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $1.34M as of Q2 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF was a new PFG Investments position in Q2 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.05% of PFG Investments's portfolio in Q2 2026, its #320 holding.
  • 14 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.