CIBC Private Wealth Group
IVOG icon

CIBC Private Wealth Group’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

CIBC Private Wealth Group’s Portfolio IVOG Stock Details IVOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$687K Hold
5,718
– – ﹤0.01% 787
2025
Q3 		$683K Hold
5,718
– – ﹤0.01% 778
2025
Q2 		$646K Hold
5,718
– – ﹤0.01% 771
2025
Q1 		$523K Hold
5,718
– – ﹤0.01% 793
2024
Q4 		$652K Hold
5,718
– – ﹤0.01% 798
2024
Q3 		$655K Hold
5,718
– – ﹤0.01% 790
2024
Q2 		$623K Hold
5,718
– – ﹤0.01% 764
2024
Q1 		$646K Hold
5,718
– – ﹤0.01% 763
2023
Q4 		$562K Hold
5,718
– – ﹤0.01% 768
2023
Q3 		$516K Buy
+5,718
New +$537K ﹤0.01% 739

Other funds holding IVOG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return