IRON Financial’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

IRON Financial’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	$724K	Buy	5,548 +7	+0.1%	+$869	0.3%	65
2026 Q1	$633K	Buy	5,541 +8	+0.1%	+$940	0.28%	66
2025 Q4	$619K	Buy	5,533 +9	+0.2%	+$998	0.28%	62
2025 Q3	$610K	Buy	5,524 +9	+0.2%	+$979	0.29%	62
2025 Q2	$579K	Buy	5,515 +9	+0.2%	+$895	0.3%	59
2025 Q1	$543K	Buy	5,506 +17	+0.3%	+$1.79K	0.3%	53
2024 Q4	$579K	Buy	5,489 +38	+0.7%	+$4.13K	0.33%	50
2024 Q3	$576K	Buy	5,451 +19	+0.3%	+$1.94K	0.31%	54
2024 Q2	$538K	Hold	5,432	–	–	0.3%	60
2024 Q1	$560K	Buy	5,432 +11	+0.2%	+$1.05K	0.31%	59
2023 Q4	$509K	Buy	5,421 +41	+0.8%	+$3.52K	0.29%	57
2023 Q3	$455K	Buy	5,380 +16	+0.3%	+$1.42K	0.26%	60
2023 Q2	$475K	Hold	5,364	–	–	0.26%	55
2023 Q1	$454K	Buy	5,364 +14	+0.3%	+$1.21K	0.25%	57
2022 Q4	$438K	Buy	5,350 +54	+1%	+$4.42K	0.25%	59
2022 Q3	$393K	Hold	5,296	–	–	0.22%	64
2022 Q2	$405K	Buy	5,296 +18	+0.3%	+$1.5K	0.21%	65
2022 Q1	$480K	Buy	5,278 +10	+0.2%	+$901	0.22%	62
2021 Q4	$504K	Buy	5,268 +38	+0.7%	+$3.58K	0.22%	55
2021 Q3	$466K	Hold	5,230	–	–	0.22%	58
2021 Q2	$476K	Buy	5,230 +14	+0.3%	+$1.28K	0.22%	59
2021 Q1	$460K	Sell	5,216 -122	-2%	-$10.3K	0.24%	45
2020 Q4	$415K	Buy	5,338 +154	+3%	+$11K	0.21%	49
2020 Q3	$325K	Buy	5,184 +14	+0.3%	+$885	0.18%	66
2020 Q2	$311K	Buy	5,170 +20	+0.4%	+$1.13K	0.16%	77
2020 Q1	$251K	Buy	5,150 +14	+0.3%	+$879	0.16%	82
2019 Q4	$357K	Buy	5,136 +46	+0.9%	+$3.08K	0.17%	83
2019 Q3	$332K	Sell	5,090 -538	-10%	-$34.9K	0.25%	74
2019 Q2	$360K	Hold	5,628	–	–	0.34%	62
2019 Q1	$360K	Hold	5,628	–	–	0.23%	62
2018 Q4	$315K	Hold	5,628	–	–	0.25%	58
2018 Q3	$383K	Hold	5,628	–	–	0.26%	57
2018 Q2	$370K	Hold	5,628	–	–	0.2%	68
2018 Q1	$357K	Hold	5,628	–	–	0.23%	68
2017 Q4	$360K	Hold	5,628	–	–	0.25%	57
2017 Q3	$340K	Hold	5,628	–	–	0.26%	55
2017 Q2	$331K	Sell	5,628 -57,242	-91%	-$3.34M	0.29%	62
2017 Q1	$3.64M	Sell	62,870 -4,104	-6%	-$235K	2.62%	9
2016 Q4	$3.73M	Sell	66,974 -1,356	-2%	-$72.5K	2.55%	8
2016 Q3	$3.57M	Sell	68,330 -1,436	-2%	-$74.8K	4.36%	6
2016 Q2	$3.5M	Sell	69,766 -2,418	-3%	-$119K	4.51%	6
2016 Q1	$3.5M	Sell	72,184 -28,168	-28%	-$1.27M	3.54%	7
2015 Q4	$4.71M	Buy	100,352 +1,928	+2%	+$92.6K	4%	8
2015 Q3	$4.53M	Sell	98,424 -1,136	-1%	-$55.8K	3.01%	10
2015 Q2	$5.05M	Buy	99,560 +1,830	+2%	+$94.2K	4.76%	6
2015 Q1	$5.01M	Sell	97,730 -1,958	-2%	-$97.4K	3.91%	6
2014 Q4	$4.86M	Sell	99,688 -1,664	-2%	-$79.2K	4.91%	6
2014 Q3	$4.71M	Buy	101,352 +600	+0.6%	+$28.6K	6%	6
2014 Q2	$4.87M	Buy	100,752 +452	+0.5%	+$20.9K	4.31%	6
2014 Q1	$4.65M	Sell	100,300 -726	-0.7%	-$32.8K	3.53%	7
2013 Q4	$4.55M	Buy	+101,026	New	+$4.4M	4.64%	7

Other funds holding IVOO

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

IRON Financial's IVOO Position: Q2 2026 in Review

IRON Financial increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 0.13% in Q2 2026, buying an estimated $869 and bringing the position to 5,548 shares worth $724K. The position accounts for 0.3% of the portfolio, ranked #65.

IRON Financial first reported a position in IVOO in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.05M in Q2 2015. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

IRON Financial held 5,548 shares of Vanguard S&P Mid-Cap 400 ETF worth $724K as of Q2 2026.
IRON Financial bought 7 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $869.
Vanguard S&P Mid-Cap 400 ETF made up 0.3% of IRON Financial's portfolio in Q2 2026, its #65 holding.
IRON Financial first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2013 and has held it in 51 quarters since.
IRON Financial's Vanguard S&P Mid-Cap 400 ETF position peaked at $5.05M in Q2 2015.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.