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IVOO icon

Cozad Asset Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Cozad Asset Management’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 		$273K Hold
2,386
– – 0.02% 372
2025
Q4 		$267K Hold
2,386
– – 0.02% 379
2025
Q3 		$263K Hold
2,386
– – 0.02% 378
2025
Q2 		$250K Hold
2,386
– – 0.02% 371
2025
Q1 		$235K Hold
2,386
– – 0.02% 364
2024
Q4 		$252K Hold
2,386
– – 0.02% 352
2024
Q3 		$252K Hold
2,386
– – 0.02% 360
2024
Q2 		$236K Hold
2,386
– – 0.02% 357
2024
Q1 		$246K Hold
2,386
– – 0.03% 351
2023
Q4 		$224K Hold
2,386
– – 0.03% 359
2023
Q3 		$202K Hold
2,386
– – 0.03% 361
2023
Q2 		$211K Buy
+2,386
New +$201K 0.03% 355

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