UBS Group
IVVM icon

UBS Group’s iShares Large Cap Moderate Quarterly Laddered ETF IVVM Stock Holding History

UBS Group’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
Q1 		– Sell
-12
Closed -$368 – 10474
2024
Q4 		$368 Buy
+12
New +$371 ﹤0.01% 9502
2024
Q1 		– Sell
-24
Closed -$638 – 9680
2023
Q4 		$638 Buy
24
+18
+300% +$463 ﹤0.01% 8565
2023
Q3 		$150 Buy
+6
New +$152 ﹤0.01% 8782

Other funds holding IVVM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group's IVVM Position: Q1 2025 in Review

UBS Group sold out of iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) in Q1 2025, closing a stake of 12 shares — an estimated $368 sold.

UBS Group first reported a position in IVVM in Q3 2023 and held it in 3 quarters. The position peaked at $638 in Q4 2023. 14 funds tracked by Wall St. Rank hold IVVM as of Q1 2025.

  • UBS Group reported no remaining iShares Large Cap Moderate Quarterly Laddered ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 12 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q1 2025, an estimated $368.
  • UBS Group first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q3 2023 and held it in 3 quarters.
  • UBS Group's iShares Large Cap Moderate Quarterly Laddered ETF position peaked at $638 in Q4 2023.
  • 14 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.