Question 1

What are the top holdings in IVVM?

Accepted Answer

iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) holds 14 securities. View the complete list of top holdings sorted by portfolio weight, showing each security's ticker symbol, company name, asset type, and allocation percentage.

Question 2

How concentrated is IVVM's portfolio?

Accepted Answer

Portfolio concentration is measured by the weight of top holdings. A concentrated portfolio has fewer large positions with higher individual weights, while a diversified portfolio distributes holdings more evenly. Review IVVM's holdings table to analyze concentration risk.

Question 3

What is IVVM's sector allocation?

Accepted Answer

The Sector Allocation chart shows how IVVM distributes investments across different industries like Technology, Healthcare, Financials, and more. This sector exposure helps understand the fund's industry diversification strategy.

Question 4

What countries does IVVM invest in?

Accepted Answer

IVVM's geographic exposure is shown in the Countries tab under Portfolio Allocations. This reveals the fund's international diversification and exposure to different regions and global markets.

Question 5

How diversified is IVVM ETF?

Accepted Answer

IVVM's diversification can be assessed by reviewing its 14 holdings, sector allocation, and geographic exposure. A well-diversified ETF spreads investments across multiple securities, sectors, and regions to reduce concentration risk.

Question 6

What are IVVM's largest positions by weight?

Accepted Answer

IVVM's largest positions are listed in the holdings table, sorted by portfolio weight percentage. The top holdings represent the securities with the highest allocation in the fund's portfolio composition.

#	Symbol	Name	Type	Weight
1	N NYSE ARCA:IVV	iShares Core S&P 500 ETF	Cash	1000.00%
2	# #IVV	iShares Core S&P 500 ETF	Stock	98.41%
3	I IVV.US.FLEX	MAY26 IVV US P @ 695.03	Stock	1.25%
4	I IVV.US FLEX	APR26 IVV US P @ 684.94	Stock	0.89%
5	X XTSLA	BLK CSH FND TREASURY SL AGENCY	Stock	0.45%
6	G GSCFT	CASH COLLATERAL USD GSCFT	Stock	0.05%
7	H HWAH6	MICRO EMINI S&P 500 MAR 26	Stock	0.00%
8	USD	USD CASH	Stock	-0.04%
9	N NYSE ARCA:USD	ProShares Ultra Semiconductors	Cash	-1000.00%

IVVM ETF Holdings: iShares Large Cap Moderate Quarterly Laddered ETF

Portfolio Allocations

Top 9 Holdings by Portfolio Weight