Silverlake Wealth Management
IVVM icon

Silverlake Wealth Management’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Silverlake Wealth Management’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
Q3 		$441K Buy
+11,683
New +$438K 0.08% 243

Other funds holding IVVM

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Vavra Capital Management
Vavra Capital Management Collegeville, Pennsylvania $115M AUM 11.8% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Silverlake Wealth Management's IVVM Position: Q3 2026 in Review

Silverlake Wealth Management opened a new position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q3 2026: 11,683 shares worth $441K. The stake represents 0.08% of the portfolio and ranks #243 among its holdings.

11 funds tracked by Wall St. Rank hold IVVM as of Q3 2026.

  • Silverlake Wealth Management held 11,683 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $441K as of Q3 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF was a new Silverlake Wealth Management position in Q3 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.08% of Silverlake Wealth Management's portfolio in Q3 2026, its #243 holding.
  • 11 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.