JIC
IVOO icon

Joel Isaacson & Co’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Joel Isaacson & Co’s Portfolio IVOO Stock Details IVOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$240K Buy
2,283
+7
+0.3% +$735 0.01% 376
2025
Q1 		$225K Buy
2,276
+8
+0.4% +$790 0.01% 358
2024
Q4 		$239K Buy
2,268
+15
+0.7% +$1.58K 0.01% 335
2024
Q3 		$238K Buy
+2,253
New +$238K 0.01% 330