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B. Riley Wealth Advisors’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

B. Riley Wealth Advisors’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
2024
Q1 		– Sell
-2,728
Closed -$238K – 1489
2023
Q4 		$238K Buy
+2,728
New +$216K 0.01% 1165
2023
Q3 		– Sell
-2,434
Closed -$200K – 1584
2023
Q2 		$200K Sell
2,434
-190
-7% -$14.8K ﹤0.01% 1360
2023
Q1 		$206K Buy
+2,624
New +$214K 0.01% 1278
2022
Q3 		– Sell
-4,014
Closed -$290K – 1488
2022
Q2 		$290K Sell
4,014
-914
-19% -$71.3K 0.01% 897
2022
Q1 		$413K Sell
4,928
-790
-14% -$65K 0.01% 851
2021
Q4 		$483K Buy
5,718
+8
+0.1% +$672 0.01% 825
2021
Q3 		$455K Hold
5,710
– – 0.01% 821
2021
Q2 		$463K Buy
5,710
+200
+4% +$16.4K 0.02% 804
2021
Q1 		$431K Buy
5,510
+80
+1% +$5.83K 0.02% 810
2020
Q4 		$358K Sell
5,430
-4,522
-45% -$275K 0.02% 664
2020
Q3 		$518K Buy
9,952
+4,896
+97% +$262K 0.03% 517
2020
Q2 		$260K Buy
+5,056
New +$244K 0.02% 676

Other funds holding IVOV

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

B. Riley Wealth Advisors's IVOV Position: Q1 2024 in Review

B. Riley Wealth Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2024, closing a stake of 2,728 shares — an estimated $238K sold.

B. Riley Wealth Advisors first reported a position in IVOV in Q2 2020 and held it in 12 quarters. The position peaked at $518K in Q3 2020. 124 funds tracked by Wall St. Rank hold IVOV as of Q1 2024.

  • B. Riley Wealth Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,728 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2024, an estimated $238K.
  • B. Riley Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2020 and held it in 12 quarters.
  • B. Riley Wealth Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $518K in Q3 2020.
  • 124 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.