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

IFC & Insurance Marketing’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
2026
Q1 		– Sell
-507
Closed -$57K – 364
2025
Q4 		$57K Buy
+507
New +$56.2K 0.06% 156

Other funds holding IVOO

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HFS
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFC & Insurance Marketing's IVOO Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2026, closing a stake of 507 shares — an estimated $57K sold.

IFC & Insurance Marketing first reported a position in IVOO in Q4 2025 and held it in 1 quarter. The position peaked at $57K in Q4 2025. 301 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 507 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $57K.
  • IFC & Insurance Marketing first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Vanguard S&P Mid-Cap 400 ETF position peaked at $57K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.