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Hantz Financial Services’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Hantz Financial Services’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
2026
Q1 		– Sell
-23
Closed -$2K – 2534
2025
Q4 		$2K Buy
+23
New +$2.32K ﹤0.01% 2243
2025
Q2 		– Sell
-175
Closed -$16K – 2241
2025
Q1 		$16K Buy
+175
New +$16.8K ﹤0.01% 867

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hantz Financial Services's IVOV Position: Q1 2026 in Review

Hantz Financial Services sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2026, closing a stake of 23 shares — an estimated $2K sold.

Hantz Financial Services first reported a position in IVOV in Q1 2025 and held it in 2 quarters. The position peaked at $16K in Q1 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Hantz Financial Services reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Hantz Financial Services sold 23 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $2K.
  • Hantz Financial Services first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2025 and held it in 2 quarters.
  • Hantz Financial Services's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $16K in Q1 2025.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.