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Iowa State Bank’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Iowa State Bank’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
2022
Q2 		– Sell
-3,884
Closed -$353K – 115
2022
Q1 		$353K Sell
3,884
-5,710
-60% -$514K 0.08% 97
2021
Q4 		$919K Sell
9,594
-190
-2% -$17.9K 0.22% 83
2021
Q3 		$871K Hold
9,784
– – 0.24% 84
2021
Q2 		$890K Sell
9,784
-90
-0.9% -$8.23K 0.25% 81
2021
Q1 		$871K Sell
9,874
-480
-5% -$40.5K 0.26% 77
2020
Q4 		$805K Sell
10,354
-250
-2% -$17.9K 0.27% 74
2020
Q3 		$666K Sell
10,604
-1,908
-15% -$121K 0.26% 73
2020
Q2 		$752K Sell
12,512
-1,760
-12% -$99K 0.33% 65
2020
Q1 		$694K Sell
14,272
-36
-0.3% -$2.26K 0.33% 71
2019
Q4 		$994K Buy
14,308
+176
+1% +$11.8K 0.35% 69
2019
Q3 		$922K Buy
14,132
+3,966
+39% +$257K 0.35% 69
2019
Q2 		$667K Buy
10,166
+890
+10% +$57.6K 0.3% 65
2019
Q1 		$593K Sell
9,276
-780
-8% -$48.6K 0.27% 65
2018
Q4 		$562K Hold
10,056
– – 0.28% 65
2018
Q3 		$684K Buy
10,056
+444
+5% +$30.1K 0.3% 62
2018
Q2 		$632K Hold
9,612
– – 0.3% 64
2018
Q1 		$609K Buy
9,612
+1,170
+14% +$75.4K 0.3% 66
2017
Q4 		$540K Buy
+8,442
New +$527K 0.24% 71

Other funds holding IVOO

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Iowa State Bank's IVOO Position: Q2 2022 in Review

Iowa State Bank sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2022, closing a stake of 3,884 shares — an estimated $353K sold.

Iowa State Bank first reported a position in IVOO in Q4 2017 and held it in 18 quarters. The position peaked at $994K in Q4 2019. 179 funds tracked by Wall St. Rank hold IVOO as of Q2 2022.

  • Iowa State Bank reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2022 after selling out during the quarter.
  • Iowa State Bank sold 3,884 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2022, an estimated $353K.
  • Iowa State Bank first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2017 and held it in 18 quarters.
  • Iowa State Bank's Vanguard S&P Mid-Cap 400 ETF position peaked at $994K in Q4 2019.
  • 179 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2022.

Based on Iowa State Bank's 13F filing for Q2 2022, filed 5 Aug 2022.