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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

VCM

Vavra Capital Management Collegeville, Pennsylvania $114M AUM

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

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.

37 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.
37 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.