IVVM
iShares Large Cap Moderate Quarterly Laddered ETF
1W: +0.4%
1M: -2.3%
3M: -2.5%
YTD: -2.0%
1Y: +12.1%
$34.24
-0.04 (-0.10%)
After Hours: $35.88 (+1.63, +4.76%)
Weekly Expected Move ±1.4%
$32
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$34
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Weather
ETF-Level Metrics
AUM$167M
Holdings1
Top 10 Wt96.0%
Beta0.53
% Profitable—%
Coverage—%
Portfolio Valuation
P/E—
P/B—
P/S—
EV/EBITDA—
P/FCF—
PEG—
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity—
Debt/Assets—
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio—
Quick Ratio—
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F—
Altman Z—
IS Quality—
IS Overall—
IS Value—
Median P/E—
Sector Breakdown
2 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Financial Services | 1 | 97.7% | — |
| Other | 11 | 2.3% | — |
Smart Money Overlap
0 holdings with signalsNo holdings with active convergence signals
Showing 12 of 12 holdings
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| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES CORE S&P ETF TRUST | IVV | 97.71% | $159.5M | 242,100 | — | $726.4B | Financial Services |
| 2 | MAY26 IVV US P @ 695.03 Private | — | 1.76% | $2.9M | 812 | — | — | — |
| 3 | JUN26 IVV US P @ 689.38 Private | — | 1.67% | $2.7M | 812 | — | — | — |
| 4 | JUL26 IVV US P @ 653.21 Private | — | 1.08% | $1.8M | 811 | — | — | — |
| 5 | USD CASH Cash | — | 0.46% | $745,334 | 745,334 | — | — | — |
| 6 | CASH COLLATERAL USD GSCFT Cash | — | 0.05% | $76,000 | 76,000 | — | — | — |
| 7 | MAY26 IVV US C @ 731.87 Private | — | —% | $5,124 | 812 | — | — | — |
| 8 | JUN26 IVV US C @ 727.85 Private | — | -0.03% | $45,724 | 812 | — | — | — |
| 9 | JUL26 IVV US C @ 697.69 Private | — | -0.40% | $650,973 | 811 | — | — | — |
| 10 | JUL26 IVV US P @ 620.55 Private | — | -0.66% | $1.1M | 811 | — | — | — |
| 11 | MAY26 IVV US P @ 660.28 Private | — | -0.73% | $1.2M | 812 | — | — | — |
| 12 | JUN26 IVV US P @ 654.91 Private | — | -0.90% | $1.5M | 812 | — | — | — |