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

Institute for 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
2021 Q4	–	Sell	-5,100	Closed	-$406K	–	499
2021 Q3	$406K	Buy	5,100 +1,000	+24%	+$80.7K	0.07%	311
2021 Q2	$332K	Hold	4,100	–	–	0.06%	348
2021 Q1	$320K	Sell	4,100 -1,000	-20%	-$72.8K	0.06%	350
2020 Q4	$336K	Buy	+5,100	New	+$311K	0.07%	327

Other funds holding IVOV

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

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

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

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

AWM

Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

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

Institute for Wealth Management's IVOV Position: Q4 2021 in Review

Institute for Wealth Management sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2021, closing a stake of 5,100 shares — an estimated $406K sold.

Institute for Wealth Management first reported a position in IVOV in Q4 2020 and held it in 4 quarters. The position peaked at $406K in Q3 2021. 100 funds tracked by Wall St. Rank hold IVOV as of Q4 2021.

Institute for Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2021 after selling out during the quarter.
Institute for Wealth Management sold 5,100 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2021, an estimated $406K.
Institute for Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 4 quarters.
Institute for Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $406K in Q3 2021.
100 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2021.

Based on Institute for Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.