IFC Holdings’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

IFC Holdings’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
2015 Q4	–	Sell	-6,226	Closed	-$291K	–	389
2015 Q3	$291K	Sell	6,226 -1,626	-21%	-$79.9K	0.04%	275
2015 Q2	$406K	Sell	7,852 -1,264	-14%	-$65.1K	0.06%	231
2015 Q1	$463K	Buy	9,116 +2,712	+42%	+$135K	0.07%	212
2014 Q4	$315K	Buy	6,404 +2,064	+48%	+$98.2K	0.05%	264
2014 Q3	$203K	Hold	4,340	–	–	0.04%	328
2014 Q2	$209K	Buy	+4,340	New	+$201K	0.04%	320

Other funds holding IVOO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Texas Capital Bancshares Dallas, Texas $254M AUM 27.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return