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MFG Investments, LLC’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

MFG Investments, LLC’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 		$578K Buy
+15,311
New +$574K 0.62% 38

Other funds holding IVVM

Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
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
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 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

MFG Investments, LLC's IVVM Position: Q3 2026 in Review

MFG Investments, LLC opened a new position in iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q3 2026: 15,311 shares worth $578K. The stake represents 0.62% of the portfolio and ranks #38 among its holdings.

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

  • MFG Investments, LLC held 15,311 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $578K as of Q3 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF was a new MFG Investments, LLC position in Q3 2026.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 0.62% of MFG Investments, LLC's portfolio in Q3 2026, its #38 holding.
  • 13 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q3 2026.

Based on MFG Investments, LLC's 13F filing for Q3 2026, filed 30 Oct 2026.