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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$368 Buy
2024
Q1
Sell
2023
Q4
$638 Buy
2023
Q3
$150 Buy