# iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) — Overview

IVVM · BATS · Fund

Canonical page: https://www.lighthorse.io/tickers/ivvm

## Price

Last close $38.11 on Oct 15, 2026. 52-week range $33.37 – $38.26.

## Fund profile

IVVM seeks to participate in the price movement of US large-cap stocks, up to a cap, while applying a 5% buffer against losses, over each calendar quarter. The actively managed fund holds a bundle of iShares Core S&P 500 ETF flex options.

| Metric | Value |
| --- | --- |
| Issuer | BlackRock Fund Advisors |
| Industry | — |
| Inception | Jun 28, 2023 |
| Assets under management | $188.7M |
| Expense ratio | 0.50% |
| Net asset value | $38.05 (as of Oct 14, 2026) |
| Distributions | Annually |
| Leverage | 1x |

## Frequently Asked Questions

### What is iShares Large Cap Moderate Quarterly Laddered ETF (IVVM)?

IVVM seeks to participate in the price movement of US large-cap stocks, up to a cap, while applying a 5% buffer against losses, over each calendar quarter. The actively managed fund holds a bundle of iShares Core S&P 500 ETF flex options.

### What is IVVM's expense ratio?

iShares Large Cap Moderate Quarterly Laddered ETF charges an annual expense ratio of 0.50%. The fund is issued by BlackRock Fund Advisors.

### How large is IVVM?

iShares Large Cap Moderate Quarterly Laddered ETF manages $188.7M in assets and has traded since Jun 28, 2023.

### How do I buy shares of iShares Large Cap Moderate Quarterly Laddered ETF (IVVM)?

IVVM trades commission-free with a Light Horse Securities brokerage account — from the mobile app, the web at [Light Horse Dashboard](https://portal.lighthorse.io), the trading API, or an [AI agent connected over MCP](/instructions/ai/claude). The trade panel on this page places the order once you are signed in.

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Quotes and charts are not real-time and must not be relied on for trade decisions or valuation.

This page is for informational purposes only. Nothing on it is a recommendation, solicitation or offer to buy or sell any security, nor investment, legal or tax advice. Light Horse Securities Inc does not verify third-party data and is not responsible for its accuracy, completeness or timeliness.

Data provided by [AInvest](https://www.ainvest.com).