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IVVM icon

Sunbelt Securities’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

Sunbelt Securities’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
-14
Closed -$479 – 2866
2025
Q3 		$479 Sell
14
-28
-67% -$932 ﹤0.01% 2234
2025
Q2 		$1.29K Buy
42
+28
+200% +$869 ﹤0.01% 1638
2025
Q1 		$428 Sell
14
-28
-67% -$866 ﹤0.01% 1708
2024
Q4 		$1.29K Buy
42
+16
+62% +$495 ﹤0.01% 1642
2024
Q3 		$787 Buy
+26
New +$761 ﹤0.01% 1704

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 $424B AUM 22.96% 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 $3.52B AUM 18.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities's IVVM Position: Q4 2025 in Review

Sunbelt Securities sold out of iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q4 2025, closing a stake of 14 shares — an estimated $479 sold.

Sunbelt Securities first reported a position in IVVM in Q3 2024 and held it in 5 quarters. The position peaked at $1.29K in Q4 2024. 24 funds tracked by Wall St. Rank hold IVVM as of Q4 2025.

  • Sunbelt Securities reported no remaining iShares Large Cap Moderate Quarterly Laddered ETF position as of Q4 2025 after selling out during the quarter.
  • Sunbelt Securities sold 14 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q4 2025, an estimated $479.
  • Sunbelt Securities first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q3 2024 and held it in 5 quarters.
  • Sunbelt Securities's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $1.29K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.