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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
-5,524
Closed -$769K – 1323
2024
Q3 		$769K Buy
5,524
+5,004
+962% +$511K 0.06% 253
2024
Q2 		$51.5K Buy
+520
New +$51.8K ﹤0.01% 1166

Other funds holding IVOO

Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 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. The position peaked at $769K in Q3 2024. 345 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.
  • International Assets Investment Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $769K in Q3 2024.
  • 345 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.