IHT Wealth Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

IHT Wealth Management’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	$320K	Hold	3,136	–	–	0.01%	986
2025 Q4	$317K	Buy	3,136 +56	+2%	+$5.65K	0.01%	936
2025 Q3	$310K	Hold	3,080	–	–	0.01%	916
2025 Q2	$294K	Hold	3,080	–	–	0.01%	899
2025 Q1	$284K	Sell	3,080 -861	-22%	-$82.7K	0.01%	881
2024 Q4	$377K	Buy	3,941 +103	+3%	+$10.2K	0.01%	784
2024 Q3	$367K	Hold	3,838	–	–	0.01%	828
2024 Q2	$336K	Hold	3,838	–	–	0.01%	759
2024 Q1	$348K	Hold	3,838	–	–	0.01%	746
2023 Q4	$335K	Buy	3,838 +43	+1%	+$3.41K	0.01%	726
2023 Q3	$296K	Hold	3,795	–	–	0.02%	737
2023 Q2	$312K	Hold	3,795	–	–	0.02%	708
2023 Q1	$298K	Buy	3,795 +1	+0%	+$81	0.02%	709
2022 Q4	$291K	Sell	3,794 -60	-2%	-$4.62K	0.02%	665
2022 Q3	$267K	Buy	3,854 +6	+0.2%	+$459	0.02%	659
2022 Q2	$278K	Sell	3,848 -264	-6%	-$20.6K	0.02%	550
2022 Q1	$344K	Hold	4,112	–	–	0.03%	524
2021 Q4	$347K	Buy	4,112 +88	+2%	+$7.39K	0.03%	554
2021 Q3	$320K	Buy	+4,024	New	+$325K	0.03%	573

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

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

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

IHT Wealth Management's IVOV Position: Q1 2026 in Review

IHT Wealth Management held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 3,136 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #986.

IHT Wealth Management first reported a position in IVOV in Q3 2021 and has held it in 19 quarters since. The position peaked at $377K in Q4 2024. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

IHT Wealth Management held 3,136 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $320K as of Q1 2026.
IHT Wealth Management left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #986 holding.
IHT Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q3 2021 and has held it in 19 quarters since.
IHT Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $377K in Q4 2024.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.