Cetera Investment Advisers
IVOO icon

Cetera Investment Advisers’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Cetera Investment Advisers’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
Q1 		$13.3M Sell
116,460
-3,223
-3% -$379K 0.01% 903
2025
Q4 		$13.4M Sell
119,683
-2,749
-2% -$305K 0.01% 865
2025
Q3 		$13.5M Buy
122,432
+9,539
+8% +$1.04M 0.02% 831
2025
Q2 		$11.9M Sell
112,893
-62
-0.1% -$6.16K 0.02% 735
2025
Q1 		$11.1M Sell
112,955
-30,750
-21% -$3.24M 0.02% 713
2024
Q4 		$15.2M Sell
143,705
-4,115
-3% -$447K 0.03% 519
2024
Q3 		$15.6M Sell
147,820
-4,324
-3% -$442K 0.03% 509
2024
Q2 		$15.1M Sell
152,144
-518
-0.3% -$51.6K 0.03% 490
2024
Q1 		$15.7M Buy
152,662
+148,410
+3,490% +$14.2M 0.04% 474
2023
Q4 		$400K Sell
4,252
-4
-0.1% -$344 ﹤0.01% 1616
2023
Q3 		$360K Buy
+4,256
New +$378K ﹤0.01% 1606
2017
Q4 		– Sell
-5,042
Closed -$305K – 415
2017
Q3 		$305K Buy
+5,042
New +$297K 0.07% 306

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return