Carson Wealth (CWM LLC)’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Carson Wealth (CWM LLC)’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	$42.6K	Buy	418 +218	+109%	+$22.9K	﹤0.01%	3924
2025 Q4	$20K	Hold	200	–	–	﹤0.01%	4171
2025 Q3	$20K	Sell	200 -238	-54%	-$23.6K	﹤0.01%	4124
2025 Q2	$42K	Hold	438	–	–	﹤0.01%	3417
2025 Q1	$40K	Hold	438	–	–	﹤0.01%	3168
2024 Q4	$42K	Buy	+438	New	+$43.3K	﹤0.01%	2930
2023 Q1	–	Sell	-248	Closed	-$19K	–	4194
2022 Q4	$19K	Buy	+248	New	+$19.1K	﹤0.01%	2409
2022 Q3	–	Sell	-2,446	Closed	-$177K	–	4047
2022 Q2	$177K	Sell	2,446 -1,634	-40%	-$128K	﹤0.01%	1088
2022 Q1	$342K	Hold	4,080	–	–	﹤0.01%	840
2021 Q4	$344K	Buy	+4,080	New	+$342K	﹤0.01%	831
2019 Q1	–	Sell	-138	Closed	-$7K	–	3112
2018 Q4	$7K	Buy	+138	New	+$8.1K	﹤0.01%	1445

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 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 $369B AUM 28.27% 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 $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IVOV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 109% in Q1 2026, buying an estimated $22.9K and bringing the position to 418 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3924.

Carson Wealth (CWM LLC) first reported a position in IVOV in Q4 2018 and has held it in 11 quarters since. The position peaked at $344K in Q4 2021. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Carson Wealth (CWM LLC) held 418 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $42.6K as of Q1 2026.
Carson Wealth (CWM LLC) bought 218 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $22.9K.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3924 holding.
Carson Wealth (CWM LLC) first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2018 and has held it in 11 quarters since.
Carson Wealth (CWM LLC)'s Vanguard S&P Mid-Cap 400 Value ETF position peaked at $344K in Q4 2021.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.