Independent Advisor Alliance’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Independent Advisor Alliance’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 Q2	–	Sell	-3,174	Closed	-$363K	–	1370
2026 Q1	$363K	Buy	+3,174	New	+$373K	﹤0.01%	1248
2025 Q1	–	Sell	-3,526	Closed	-$372K	–	1100
2024 Q4	$372K	Buy	+3,526	New	+$383K	﹤0.01%	1051

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Independent Advisor Alliance's IVOO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2026, closing a stake of 3,174 shares — an estimated $363K sold.

Independent Advisor Alliance first reported a position in IVOO in Q4 2024 and held it in 2 quarters. The position peaked at $372K in Q4 2024. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 3,174 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $363K.
Independent Advisor Alliance first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's Vanguard S&P Mid-Cap 400 ETF position peaked at $372K in Q4 2024.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.