Iams Wealth Management
VOO icon

Iams Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Iams Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.32M Buy
3,307
+206
+7% +$144K 0.68% 38
2026
Q2 		$2.13M Buy
3,101
+19
+0.6% +$12.7K 0.64% 46
2026
Q1 		$1.84M Buy
3,082
+489
+19% +$306K 0.64% 53
2025
Q4 		$1.63M Buy
2,593
+43
+2% +$26.7K 0.59% 55
2025
Q3 		$1.56M Buy
2,550
+870
+52% +$513K 0.63% 49
2025
Q2 		$954K Buy
+1,680
New +$883K 0.44% 68
2025
Q1 		– Sell
-449
Closed -$242K – 176
2024
Q4 		$242K Buy
+449
New +$243K 0.11% 149

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Iams Wealth Management's VOO Position: Q3 2026 in Review

Iams Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 6.6% in Q3 2026, buying an estimated $144K and bringing the position to 3,307 shares worth $2.32M. The position accounts for 0.68% of the portfolio, ranked #38.

Iams Wealth Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Iams Wealth Management held 3,307 shares of Vanguard S&P 500 ETF worth $2.32M as of Q3 2026.
  • Iams Wealth Management bought 206 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $144K.
  • Vanguard S&P 500 ETF made up 0.68% of Iams Wealth Management's portfolio in Q3 2026, its #38 holding.
  • Iams Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.