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

Integrated Wealth Concepts’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 Q2	$25.1K	Buy	+220	New	+$24K	﹤0.01%	3907

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Concepts's IVOV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2026: 220 shares worth $25.1K. The stake represents ﹤0.01% of the portfolio and ranks #3907 among its holdings.

172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

Integrated Wealth Concepts held 220 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $25.1K as of Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF was a new Integrated Wealth Concepts position in Q2 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3907 holding.
172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.