Corient Private Wealth
IVOO icon

Corient Private Wealth’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Corient Private Wealth’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 		$1.28M Sell
11,188
-14,508
-56% -$1.7M ﹤0.01% 1505
2025
Q4 		$2.88M Buy
25,696
+14,677
+133% +$1.63M ﹤0.01% 1334
2025
Q3 		$1.22M Buy
11,019
+181
+2% +$19.7K ﹤0.01% 1333
2025
Q2 		$1.14M Buy
10,838
+5,608
+107% +$557K ﹤0.01% 1301
2025
Q1 		$516K Buy
5,230
+1,744
+50% +$183K ﹤0.01% 1585
2024
Q4 		$368K Sell
3,486
-891
-20% -$96.8K ﹤0.01% 1788
2024
Q3 		$462K Buy
4,377
+1,392
+47% +$142K ﹤0.01% 1785
2024
Q2 		$296K Buy
2,985
+630
+27% +$62.8K ﹤0.01% 1929
2024
Q1 		$243K Buy
2,355
+38
+2% +$3.65K ﹤0.01% 2005
2023
Q4 		$218K Sell
2,317
-94
-4% -$8.08K ﹤0.01% 2030
2023
Q3 		$204K Buy
+2,411
New +$214K ﹤0.01% 1916
2023
Q2 		– Sell
-2,409
Closed -$204K – 2120
2023
Q1 		$204K Buy
+2,409
New +$208K ﹤0.01% 1793

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