HIS
IVOV icon

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

Horizon Investment 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
Q2 		$248K Sell
2,174
-84
-4% -$9.16K 0.07% 131
2026
Q1 		$230K Sell
2,258
-9,383
-81% -$987K 0.08% 126
2025
Q4 		$1.18M Buy
11,641
+125
+1% +$12.6K 0.42% 54
2025
Q3 		$1.16M Buy
11,516
+60
+0.5% +$5.94K 0.44% 51
2025
Q2 		$1.09M Sell
11,456
-537
-4% -$48.6K 0.48% 49
2025
Q1 		$1.1M Buy
11,993
+3,758
+46% +$361K 0.54% 48
2024
Q4 		$787K Sell
8,235
-60
-0.7% -$5.93K 0.33% 66
2024
Q3 		$794K Buy
8,295
+14
+0.2% +$1.28K 0.34% 61
2024
Q2 		$725K Sell
8,281
-28
-0.3% -$2.45K 0.34% 60
2024
Q1 		$754K Sell
8,309
-63
-0.8% -$5.42K 0.37% 61
2023
Q4 		$730K Sell
8,372
-222
-3% -$17.6K 0.39% 66
2023
Q3 		$670K Buy
8,594
+1,048
+14% +$86.1K 0.4% 63
2023
Q2 		$621K Sell
7,546
-385
-5% -$30K 0.38% 62
2023
Q1 		$624K Buy
+7,931
New +$646K 0.4% 68

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $445B AUM 25.58% 1-Year Est. Return

Horizon Investment Services's IVOV Position: Q2 2026 in Review

Horizon Investment Services reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 3.7% in Q2 2026, selling an estimated $9.16K and leaving 2,174 shares worth $248K. The position accounts for 0.07% of the portfolio, ranked #131.

Horizon Investment Services first reported a position in IVOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.18M in Q4 2025. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Horizon Investment Services held 2,174 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $248K as of Q2 2026.
  • Horizon Investment Services sold 84 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $9.16K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.07% of Horizon Investment Services's portfolio in Q2 2026, its #131 holding.
  • Horizon Investment Services first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Horizon Investment Services's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1.18M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.