AWM
IVOV icon

AE Wealth Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

AE Wealth Management’s Portfolio IVOV Stock Details IVOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$383K Buy
+3,756
New +$395K ﹤0.01% 1247
2022
Q4 		– Sell
-13,336
Closed -$925K – 1861
2022
Q3 		$925K Sell
13,336
-786
-6% -$60.1K 0.01% 973
2022
Q2 		$1.02M Sell
14,122
-4,552
-24% -$355K 0.01% 884
2022
Q1 		$1.56M Sell
18,674
-2,596
-12% -$213K 0.01% 768
2021
Q4 		$1.79M Sell
21,270
-1,148
-5% -$96.4K 0.01% 736
2021
Q3 		$1.78M Buy
+22,418
New +$1.81M 0.01% 679
2020
Q1 		– Sell
-3,640
Closed -$237K – 1201
2019
Q4 		$237K Sell
3,640
-1,632
-31% -$103K 0.01% 1000
2019
Q3 		$325K Sell
5,272
-534
-9% -$32.3K 0.01% 756
2019
Q2 		$357K Buy
5,806
+468
+9% +$28.4K 0.01% 690
2019
Q1 		$320K Buy
+5,338
New +$315K 0.02% 442

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return