CFD
IVOO icon

Creative Financial Designs’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Creative Financial Designs’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
2022
Q2 		– Sell
-2,778
Closed -$252K – 1287
2022
Q1 		$252K Buy
+2,778
New +$250K 0.04% 259
2020
Q3 		– Sell
-132
Closed -$8K – 1255
2020
Q2 		$8K Buy
+132
New +$7.43K ﹤0.01% 795
2018
Q1 		– Sell
-44
Closed -$3K – 726
2017
Q4 		$3K Sell
44
-152
-78% -$9.49K ﹤0.01% 558
2017
Q3 		$12K Buy
196
+2
+1% +$118 0.01% 395
2017
Q2 		$11K Sell
194
-376
-66% -$21.9K 0.01% 401
2017
Q1 		$33K Sell
570
-2,514
-82% -$144K 0.02% 267
2016
Q4 		$172K Buy
+3,084
New +$165K 0.14% 127

Other funds holding IVOO

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return