EI
IVOV icon

Ellevest Inc’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Ellevest Inc’s Portfolio IVOV Stock Details IVOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,632
Closed -$236K – 1194
2019
Q4 		$236K Hold
3,632
– – 0.07% 65
2019
Q3 		$224K Hold
3,632
– – 0.08% 51
2019
Q2 		$223K Sell
3,632
-1,226
-25% -$74.4K 0.09% 49
2019
Q1 		$291K Buy
+4,858
New +$286K 0.14% 35

Other funds holding IVOV

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Ellevest Inc's IVOV Position: Q1 2020 in Review

Ellevest Inc sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2020, closing a stake of 3,632 shares — an estimated $236K sold.

Ellevest Inc first reported a position in IVOV in Q1 2019 and held it in 4 quarters. The position peaked at $291K in Q1 2019. 64 funds tracked by Wall St. Rank hold IVOV as of Q1 2020.

  • Ellevest Inc reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Ellevest Inc sold 3,632 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2020, an estimated $236K.
  • Ellevest Inc first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2019 and held it in 4 quarters.
  • Ellevest Inc's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $291K in Q1 2019.
  • 64 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2020.

Based on Ellevest Inc's 13F filing for Q1 2020, filed 13 Apr 2020.