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iShares Large Cap Moderate Quarterly Laddered ETF (IVVM)

Defined Outcome | Exchange Traded Fund | Cboe US
37.83 USD -0.04 (-0.119%) ⇩ (Aug. 28, 2026, 3:59 p.m. EDT)
After hours: 38.57 +0.74 (1.956%) ⇧ (Aug. 28, 2026, 7:05 p.m. EDT)

Short-term:★★⯪☆☆Long-term:★★★★☆Dividends:★★☆☆☆
Hot Take | Aug. 22, 2026, 5:52 a.m. EDT

The long-term outlook is compelling, driven by a robust two-year price trajectory that has climbed nearly 33%, reflecting consistent double-digit annual gains and a clear upward trend. This sustained appreciation suggests the market views the underlying large-cap moderate equity exposure as high quality, supported by a healthy balance of positive annual returns. However, the short-term picture is muted; despite the strong longer-term trend, the immediate 45-day forecast indicates a negligible drift toward lower prices, suggesting the asset is currently in a consolidation phase rather than a breakout. For income seekers, the yield is modest at roughly 0.6%, which barely outpaces inflation and offers limited standalone income appeal compared to the capital appreciation potential.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoARIMA ✓0.007231
AutoTheta0.012746
MSTL0.016946
AutoETS0.018421

Forecast horizon: 45 days | Selected: AutoARIMA

Forecast Reliability
Score 68%
H-stat 3.38
Ljung-Box p 0.000
Jarque-Bera p 0.138
Excess Kurtosis 0.32
Attribute Value
Trailing P/E 25.72

Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.68% 0.68%
Dividend History
Date Dividend Yield %
2025-12-23 0.238 0.680622
2024-12-30 0.190 0.616283
Additional Data
trailingAnnualDividendRate 0.0
trailingAnnualDividendYield 0.0
dividendYield 0.58

Info Dump

Attribute Value
All Time High 38.01
All Time Low 24.475
Ask 57.4
Ask Size 100
Average Daily Volume10 Day 28,240
Average Daily Volume3 Month 21,819
Average Volume 21,819
Average Volume10Days 28,240
Beta3 Year 0.52
Bid 18.32
Bid Size 500
Category Defined Outcome
Crypto Tradeable 0
Currency USD
Custom Price Alert Confidence HIGH
Day High 37.97
Day Low 37.815
Dividend Yield 0.58
Eps Trailing Twelve Months 1.4710655
Esg Populated 0
Exchange BTS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 37.28216
Fifty Day Average Change 0.5478401
Fifty Day Average Change Percent 0.01469443
Fifty Two Week Change Percent 13.317752
Fifty Two Week High 38.01
Fifty Two Week High Change -0.17999649
Fifty Two Week High Change Percent -0.004735504
Fifty Two Week Low 33.197
Fifty Two Week Low Change 4.633003
Fifty Two Week Low Change Percent 0.13956091
Fifty Two Week Range 33.197 - 38.01
First Trade Date Milliseconds 1,688,131,800,000
Full Exchange Name Cboe US
Fullday Change -0.04499817
Fullday Change Percent -0.11880705
Fullday Price 38.57
Fund Family BlackRock
Fund Inception Date 1,687,910,400
Gmt Off Set Milliseconds -14,400,000
Has Pre Post Market Data 1
Language en-US
Legal Type Exchange Traded Fund
Long Business Summary Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large capitalization companies or instruments with similar economic characteristics. For purposes of the fund’s 80% policy, “large capitalization companies” are those within the range of capitalizations of the underlying ETF’s index.
Long Name iShares Large Cap Moderate Quarterly Laddered ETF
Market us_market
Market State CLOSED
Max Age 86,400
Message Board Id finmb_1831831880
Nav Price 37.91624
Net Assets 175,245,472.0
Net Expense Ratio 0.5
Open 37.97
Post Market Change 0.73999786
Post Market Change Percent 1.9561137
Post Market Price 38.57
Post Market Time 1,787,958,300
Previous Close 37.875
Price Hint 2
Quote Source Name Nasdaq Real Time Price
Quote Type ETF
Region US
Regular Market Change -0.0449982
Regular Market Change Percent -0.118807
Regular Market Day High 37.97
Regular Market Day Low 37.815
Regular Market Day Range 37.815 - 37.97
Regular Market Open 37.97
Regular Market Previous Close 37.875
Regular Market Price 37.83
Regular Market Time 1,787,947,185
Regular Market Volume 9,500
Short Name iShares Large Cap Moderate Quar
Source Interval 15
Symbol IVVM
Three Year Average Return 0.1495615
Total Assets 175,245,472
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing P E 25.716055
Trailing Peg Ratio None
Trailing Three Month Nav Returns 2.65055
Trailing Three Month Returns 2.65055
Triggerable 1
Two Hundred Day Average 35.76117
Two Hundred Day Average Change 2.0688324
Two Hundred Day Average Change Percent 0.057851363
Type Disp ETF
Volume 9,500
Yield 0.0058
Ytd Return 6.85901