iShares Large Cap Moderate Quarterly Laddered ETF (IVVM): ETF
ETF traded on BATS under symbol IVVM. Quoted in usd.
iShares Large Cap Moderate Quarterly Laddered ETF
+1.03%$37.39
BATS:IVVMEquity
AUM $193.73M·YTD --·Yield --
BATS:IVVM$37.39+1.03%AUM $193.73MAbout IVVM
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.
Largest holdings
- IVV ISHARES CORE S&P ETF TRUST97.55%
- JAN27 IVV US P @ 765.851.50%
- FEB27 IVV US P @ 759.181.46%
- DEC26 IVV US P @ 770.741.43%
- BLK CSH FND TREASURY SL AGENCY0.39%
- CASH COLLATERAL USD GSCFT0.05%
- DEC26 IVV US C @ 809.35-0.00%
- USD CASH-0.00%
- JAN27 IVV US C @ 807.21-0.04%
- FEB27 IVV US C @ 805.11-0.14%
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
Savings Plan Calculator
Total Invested
$70,000
Final Portfolio
$109,875
Total Return
+$39,875
(+57.0%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$193.73M
NAV$36.97
Premium/Discount+1.14%
Expense Ratio0.53%
Market Cap--
Shares Outstanding--
Inception DateJun. 28, 2023
Fund Details
52-Week Range
$33.29$38.30
Current: $37.39
Volume
Volume2.97K
Avg Volume29.34K
Vol/Avg0.10x
30d
32.80K
60d
35.69K
90d
32.76K
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