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

Savvy Advisors Inc’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 		$343K Buy
+9,288
New +$337K 0.01% 934

Other funds holding IVVM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

Savvy Advisors Inc's IVVM Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q2 2026: 9,288 shares worth $343K. The stake represents 0.01% of the portfolio and ranks #934 among its holdings.

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

  • Savvy Advisors Inc held 9,288 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $343K as of Q2 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF was a new Savvy Advisors Inc position in Q2 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #934 holding.
  • 17 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.