Alliance Wealth Advisors (Pennsylvania)’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257K	Hold	1,968	–	–	0.08%	148
2026 Q1	$225K	Hold	1,968	–	–	0.1%	148
2025 Q4	$220K	Hold	1,968	–	–	0.1%	149
2025 Q3	$217K	Hold	1,968	–	–	0.1%	147
2025 Q2	$207K	Buy	+1,968	New	+$196K	0.11%	142
2025 Q1	–	Sell	-1,968	Closed	-$208K	–	148
2024 Q4	$208K	Hold	1,968	–	–	0.12%	140
2024 Q3	$208K	Buy	+1,968	New	+$201K	0.12%	132
2024 Q2	–	Sell	-1,968	Closed	-$203K	–	139
2024 Q1	$203K	Buy	+1,968	New	+$189K	0.13%	127

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s IVOO Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 1,968 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #148.

Alliance Wealth Advisors (Pennsylvania) first reported a position in IVOO in Q1 2024 and has held it in 8 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 1,968 shares of Vanguard S&P Mid-Cap 400 ETF worth $257K as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
Vanguard S&P Mid-Cap 400 ETF made up 0.08% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #148 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2024 and has held it in 8 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.