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International Assets Investment Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

International Assets Investment Management’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 		$92.8K Hold
718
– – 0.01% 1117
2026
Q1 		$82.7K Hold
718
– – 0.01% 1070
2025
Q4 		$80.3K Buy
+718
New +$79.6K 0.01% 1061
2024
Q4 		– Sell
-768,517
Closed -$5.52K – 1323
2024
Q3 		$5.52K Buy
768,517
+767,997
+147,692% +$78.4M 0.02% 549
2024
Q2 		$51.5K Buy
+520
New +$51.8K ﹤0.01% 1166

Other funds holding IVOO

Northwestern Mutual Wealth Management
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
SILC
Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CVSC
C.V. Starr & Co New York $187M AUM 26.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

International Assets Investment Management's IVOO Position: Q2 2026 in Review

International Assets Investment Management held its Vanguard S&P Mid-Cap 400 ETF (IVOO) position steady in Q2 2026 at 718 shares worth $92.8K. The position accounts for 0.01% of the portfolio, ranked #1117.

International Assets Investment Management first reported a position in IVOO in Q2 2024 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • International Assets Investment Management held 718 shares of Vanguard S&P Mid-Cap 400 ETF worth $92.8K as of Q2 2026.
  • International Assets Investment Management left its Vanguard S&P Mid-Cap 400 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1117 holding.
  • International Assets Investment Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2024 and has held it in 5 quarters since.
  • 267 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.