Vavra Capital Management’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
2026
Q2
$3.81M Buy
103,066
+982
+1% +$35.6K 3.33% 8
2026
Q1
$3.48M Buy
102,084
+3,166
+3% +$110K 3.39% 8
2025
Q4
$3.44M Buy
+98,918
New +$3.42M 3.38% 8

Other funds holding IVVM

Vavra Capital Management's IVVM Position: Q2 2026 in Review

Vavra Capital Management increased its iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) stake by 0.96% in Q2 2026, buying an estimated $35.6K and bringing the position to 103,066 shares worth $3.81M. The position accounts for 3.33% of the portfolio, ranked #8.

Vavra Capital Management first reported a position in IVVM in Q4 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold IVVM as of Q2 2026.

  • Vavra Capital Management held 103,066 shares of iShares Large Cap Moderate Quarterly Laddered ETF worth $3.81M as of Q2 2026.
  • Vavra Capital Management bought 982 iShares Large Cap Moderate Quarterly Laddered ETF shares in Q2 2026, an estimated $35.6K.
  • iShares Large Cap Moderate Quarterly Laddered ETF made up 3.33% of Vavra Capital Management's portfolio in Q2 2026, its #8 holding.
  • Vavra Capital Management first reported a position in iShares Large Cap Moderate Quarterly Laddered ETF in Q4 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Moderate Quarterly Laddered ETF as of Q2 2026.

Based on Vavra Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.