GA
IVOO icon

Gateway Advisory’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Gateway Advisory’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
2024
Q3 		$3.62M Buy
34,263
+783
+2% +$80K 0.58% 38
2024
Q2 		$3.32M Buy
33,480
+836
+3% +$83.3K 0.56% 39
2024
Q1 		$3.36M Buy
32,644
+503
+2% +$48.3K 0.59% 42
2023
Q4 		$3.02M Buy
+32,141
New +$2.76M 0.58% 41
2022
Q2 		– Sell
-47,294
Closed -$4.3M – 83
2022
Q1 		$4.3M Sell
47,294
-704
-1% -$63.4K 1.17% 27
2021
Q4 		$4.6M Buy
47,998
+350
+0.7% +$33K 0.98% 27
2021
Q3 		$4.24M Buy
47,648
+1,002
+2% +$91.2K 0.88% 27
2021
Q2 		$4.25M Buy
46,646
+3,462
+8% +$316K 0.9% 26
2021
Q1 		$3.81M Buy
+43,184
New +$3.65M 0.96% 27

Other funds holding IVOO

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
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return