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iShares Large Cap Moderate Quarterly Laddered ETF ETF AnalysisComprehensive ETF analysis for iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) including NAV, expense ratio, sector breakdown, and holdings data.ETF AnalysisIVVM
IVVM
iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
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  3. iShares Large Cap Moderate Quarterly Laddered ETFIVVMETF
iShares Large Cap Moderate Quarterly Laddered ETF Logo

iShares Large Cap Moderate Quarterly Laddered ETF

ETF
🇺🇸IVVM•CBOE•Equity

Your view on IVVM

iShares Large Cap Moderate Quarterly Laddered ETF Logo

iShares Large Cap Moderate Quarterly Laddered ETF

ETFIShares
🇺🇸IVVM•CBOE•Equity
AUM (USD)$174.23M
Expense Ratio0.53%
Holdings8

Sentiment

AUM (USD)

$174.23M

Expense Ratio

0.53%

Holdings

8

Sentiment

IVVM
iShares Large Cap Moderate Quarterly Laddered ETF
IVVM

Overview for iShares Large Cap Moderate Quarterly Laddered ETF

Fund Type
ETF
Fund Issuer
IShares
Asset Class
Equity
Sector
Financial Services
Industry
Asset Management - Income
Inception Date
June 27, 2023
Domicile
US
Website
ishares.com/us/products/332306/ishares-large-cap-moderate-quarterly-laddered-etf
Fund Type
ETF
Fund Issuer
IShares
Asset Class
Equity
Sector
Financial Services
Industry
Asset Management - Income
Inception Date
June 27, 2023
Domicile
US
Website
ishares.com/us/products/332306/ishares-large-cap-moderate-quarterly-laddered-etf
Fund Type
ETF
Fund Issuer
IShares
Asset Class
Equity
Sector
Financial Services
Industry
Asset Management - Income
Inception Date
June 27, 2023
Domicile
US
Website
ishares.com/us/products/332306/ishares-large-cap-moderate-quarterly-laddered-etf

About this fund

This iShares ETF is designed to track the stock price returns of the iShares Core S&P 500 ETF. While it sets an approximate ceiling on how much it can gain, it simultaneously aims to shield investors from significant losses.

IVVM Stock Price

Key Facts

Equity

Expense Ratio

0.53%

AUM

$174.23M

Fund Details

NAV$37.88 USD
Holdings8
Average Volume21.7K
Inception DateJune 27, 2023
Asset ClassEquity
Fund IssuerIShares
DomicileUS
ISINUS0925287023
CUSIP092528702
NAV CurrencyUSD

Expense Ratio

0.53%

Assets Under Management

$174.23M

NAV

$37.88 USD

Holdings

8

Average Volume

21.7K

Inception Date

June 27, 2023

Asset Class

Equity

Fund Issuer

IShares

Domicile

US

ISIN

US0925287023

CUSIP

092528702

NAV Currency

USD

Expense Ratio

0.53%

Assets Under Management

$174.23M

NAV

$37.88 USD

Holdings

8

Average Volume

21.7K

Inception Date

June 27, 2023

Asset Class

Equity

Fund Issuer

IShares

Domicile

US

ISIN

US0925287023

CUSIP

092528702

NAV Currency

USD

Data last updated: Sep 7, 2026, 07:12 AM

Latest headlines and company announcements for this company. Press releases and market coverage, newest first.

News

Latest Market News

this company valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

News

Latest Market News

What is IVVM?

iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) is a Equity fund from iShares, listed since 2023, with $174.2M in assets under management, a 0.53% expense ratio, a NAV of $37.88 USD.

What's in IVVM? Top 10 holdings

HoldingWeight
Ishares Core S&P ETF Trust IVV99.74%
Jan27 Ivv Us P @ 765.850.65%
Blk Csh Fnd Treasury Sl Agency0.61%
Dec26 Ivv Us P @ 770.740.50%
Nov26 Ivv Us P @ 750.320.14%
Cash Collateral Usd Gscft0.05%
Nov26 Ivv Us P @ 712.8-0.04%
Usd Cash-0.13%
Dec26 Ivv Us P @ 732.2-0.19%
Dec26 Ivv Us C @ 809.35-0.23%

IVVM sector breakdown

  • Technology 37.86%
  • Financial Services 12.34%
  • Communication Services 9.55%
  • Healthcare 9.21%
  • Consumer Cyclical 9.10%
  • Industrials 8.15%
  • Consumer Defensive 4.66%
  • Energy 3.35%

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