Raymond James Financial
IVVM icon

Raymond James Financial’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Raymond James Financial’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 		$8.3M Sell
224,671
-906
-0.4% -$32.8K ﹤0.01% 2323
2026
Q1 		$7.69M Buy
225,577
+34,974
+18% +$1.22M ﹤0.01% 2237
2025
Q4 		$6.63M Buy
190,603
+10,072
+6% +$348K ﹤0.01% 2287
2025
Q3 		$6.17M Buy
+180,531
New +$6.01M ﹤0.01% 2318

Other funds holding IVVM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
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
CAPTRUST Financial Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 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
CCC
Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial's IVVM Position: Q2 2026 in Review

Raymond James Financial reduced its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 0.4% in Q2 2026, selling an estimated $32.8K and leaving 224,671 shares worth $8.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

Raymond James Financial first reported a position in IVVM in Q3 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • Raymond James Financial held 224,671 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $8.3M as of Q2 2026.
  • Raymond James Financial sold 906 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $32.8K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2323 holding.
  • Raymond James Financial first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q3 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.