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

Shade Tree 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
2026
Q1 		– Sell
-10,191
Closed -$355K – 33
2025
Q4 		$355K Buy
+10,191
New +$352K 0.27% 25

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 $374B AUM 17.66% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $377B AUM 19.32% 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

Shade Tree Advisors's IVVM Position: Q1 2026 in Review

Shade Tree Advisors sold out of iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q1 2026, closing a stake of 10,191 shares — an estimated $355K sold.

Shade Tree Advisors first reported a position in IVVM in Q4 2025 and held it in 1 quarter. The position peaked at $355K in Q4 2025. 32 funds tracked by Wall St. Rank hold IVVM as of Q1 2026.

  • Shade Tree Advisors reported no remaining iShares Large Cap Moderate Quarterly Laddered ETF position as of Q1 2026 after selling out during the quarter.
  • Shade Tree Advisors sold 10,191 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q1 2026, an estimated $355K.
  • Shade Tree Advisors first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q4 2025 and held it in 1 quarter.
  • Shade Tree Advisors's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $355K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q1 2026.

Based on Shade Tree Advisors's 13F filing for Q1 2026, filed 12 May 2026.