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

Ifrah 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 		$422K Sell
4,140
-64
-2% -$6.73K 0.11% 125
2025
Q4 		$425K Sell
4,204
-83
-2% -$8.38K 0.11% 124
2025
Q3 		$432K Sell
4,287
-30
-0.7% -$2.97K 0.11% 127
2025
Q2 		$412K Sell
4,317
-54
-1% -$4.89K 0.11% 132
2025
Q1 		$402K Sell
4,371
-148
-3% -$14.2K 0.12% 123
2024
Q4 		$432K Buy
4,519
+2,229
+97% +$220K 0.12% 126
2024
Q3 		$219K Buy
+2,290
New +$210K 0.06% 203

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

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

Ifrah Financial Services reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 1.5% in Q1 2026, selling an estimated $6.73K and leaving 4,140 shares worth $422K. The position accounts for 0.11% of the portfolio, ranked #125.

Ifrah Financial Services first reported a position in IVOV in Q3 2024 and has held it in 7 quarters since. The position peaked at $432K in Q3 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Ifrah Financial Services held 4,140 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $422K as of Q1 2026.
  • Ifrah Financial Services sold 64 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $6.73K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.11% of Ifrah Financial Services's portfolio in Q1 2026, its #125 holding.
  • Ifrah Financial Services first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2024 and has held it in 7 quarters since.
  • Ifrah Financial Services's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $432K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Ifrah Financial Services's 13F filing for Q1 2026, filed 22 Apr 2026.