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Strategic Blueprint’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Strategic Blueprint’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
2025
Q4 		– Sell
-30,845
Closed -$1.05M – 717
2025
Q3 		$1.05M Buy
30,845
+527
+2% +$17.5K 0.05% 326
2025
Q2 		$981K Sell
30,318
-1,670
-5% -$51.8K 0.05% 300
2025
Q1 		$978K Buy
31,988
+2,235
+8% +$69.1K 0.05% 297
2024
Q4 		$912K Buy
29,753
+7,897
+36% +$244K 0.05% 277
2024
Q3 		$661K Buy
+21,856
New +$640K 0.04% 336

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Strategic Blueprint's IVVM Position: Q4 2025 in Review

Strategic Blueprint sold out of iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q4 2025, closing a stake of 30,845 shares — an estimated $1.05M sold.

Strategic Blueprint first reported a position in IVVM in Q3 2024 and held it in 5 quarters. The position peaked at $1.05M in Q3 2025. 24 funds tracked by Wall St. Rank hold IVVM as of Q4 2025.

  • Strategic Blueprint reported no remaining iShares Large Cap Moderate Quarterly Laddered ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Blueprint sold 30,845 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q4 2025, an estimated $1.05M.
  • Strategic Blueprint first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q3 2024 and held it in 5 quarters.
  • Strategic Blueprint's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $1.05M in Q3 2025.
  • 24 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q4 2025.

Based on Strategic Blueprint's 13F filing for Q4 2025, filed 30 Jan 2026.