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

Ameriprise’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	$1.25M	Sell	12,251 -1,410	-10%	-$148K	﹤0.01%	3192
2025 Q4	$1.38M	Buy	13,661 +2,442	+22%	+$247K	﹤0.01%	3191
2025 Q3	$1.14M	Sell	11,219 -101	-0.9%	-$10K	﹤0.01%	3295
2025 Q2	$1.08M	Sell	11,320 -1,029	-8%	-$93.2K	﹤0.01%	3240
2025 Q1	$1.14M	Sell	12,349 -284	-2%	-$27.3K	﹤0.01%	3160
2024 Q4	$1.21M	Sell	12,633 -90	-0.7%	-$8.9K	﹤0.01%	3162
2024 Q3	$1.22M	Sell	12,723 -1,064	-8%	-$97.5K	﹤0.01%	3134
2024 Q2	$1.21M	Sell	13,787 -644	-4%	-$56.4K	﹤0.01%	3080
2024 Q1	$1.31M	Buy	14,431 +754	+6%	+$64.9K	﹤0.01%	3060
2023 Q4	$1.19M	Sell	13,677 -10	-0.1%	-$793	﹤0.01%	3116
2023 Q3	$1.07M	Hold	13,687	–	–	﹤0.01%	3109
2023 Q2	$1.13M	Sell	13,687 -16,964	-55%	-$1.32M	﹤0.01%	3118
2023 Q1	$2.41M	Buy	30,651 +5,439	+22%	+$443K	﹤0.01%	2750
2022 Q4	$1.93M	Buy	25,212 +10,504	+71%	+$810K	﹤0.01%	2824
2022 Q3	$1.02M	Buy	14,708 +122	+0.8%	+$9.32K	﹤0.01%	3103
2022 Q2	$1.05M	Sell	14,586 -4,146	-22%	-$324K	﹤0.01%	3100
2022 Q1	$1.57M	Buy	18,732 +2,974	+19%	+$245K	﹤0.01%	3018
2021 Q4	$1.33M	Buy	15,758 +324	+2%	+$27.2K	﹤0.01%	3126
2021 Q3	$1.23M	Buy	15,434 +1,464	+10%	+$118K	﹤0.01%	3076
2021 Q2	$1.13M	Sell	13,970 -10,646	-43%	-$871K	﹤0.01%	3175
2021 Q1	$1.92M	Buy	24,616 +12,162	+98%	+$886K	﹤0.01%	2874
2020 Q4	$820K	Sell	12,454 -44,020	-78%	-$2.68M	﹤0.01%	3175
2020 Q3	$2.99M	Sell	56,474 -6,688	-11%	-$357K	﹤0.01%	2425
2020 Q2	$3.3M	Sell	63,162 -964	-2%	-$46.6K	﹤0.01%	2338
2020 Q1	$2.71M	Sell	64,126 -10,644	-14%	-$610K	﹤0.01%	2312
2019 Q4	$4.86M	Sell	74,770 -822	-1%	-$52K	﹤0.01%	2249
2019 Q3	$4.66M	Sell	75,592 -15,584	-17%	-$942K	﹤0.01%	2247
2019 Q2	$5.6M	Buy	91,176 +1,632	+2%	+$99K	﹤0.01%	2179
2019 Q1	$5.37M	Buy	89,544 +7,376	+9%	+$435K	﹤0.01%	2175
2018 Q4	$4.32M	Buy	82,168 +4,410	+6%	+$259K	﹤0.01%	2218
2018 Q3	$5.01M	Buy	77,758 +2,512	+3%	+$161K	﹤0.01%	2336
2018 Q2	$4.67M	Buy	75,246 +9,120	+14%	+$557K	﹤0.01%	2292
2018 Q1	$3.9M	Buy	66,126 +4,888	+8%	+$295K	﹤0.01%	2344
2017 Q4	$3.72M	Buy	61,238 +9,644	+19%	+$578K	﹤0.01%	2320
2017 Q3	$3.08M	Buy	51,594 +12,904	+33%	+$732K	﹤0.01%	2391
2017 Q2	$2.2M	Buy	38,690 +18,002	+87%	+$1.01M	﹤0.01%	2554
2017 Q1	$1.17M	Buy	+20,688	New	+$1.17M	﹤0.01%	2823

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise's IVOV Position: Q1 2026 in Review

Ameriprise reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 10% in Q1 2026, selling an estimated $148K and leaving 12,251 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #3192.

Ameriprise first reported a position in IVOV in Q1 2017 and has held it in 37 quarters since. The position peaked at $5.6M in Q2 2019. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Ameriprise held 12,251 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $1.25M as of Q1 2026.
Ameriprise sold 1,410 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $148K.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3192 holding.
Ameriprise first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2017 and has held it in 37 quarters since.
Ameriprise's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $5.6M in Q2 2019.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.