JIC
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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$361K Buy
2,766
+47
+2% +$5.84K 0.01% 352
2026
Q1 		$311K Buy
2,719
+98
+4% +$11.5K 0.01% 358
2025
Q4 		$293K Buy
2,621
+9
+0.3% +$998 0.01% 365
2025
Q3 		$288K Buy
2,612
+329
+14% +$35.8K 0.01% 360
2025
Q2 		$240K Buy
2,283
+7
+0.3% +$696 0.01% 376
2025
Q1 		$225K Buy
2,276
+8
+0.4% +$842 0.01% 358
2024
Q4 		$239K Buy
2,268
+15
+0.7% +$1.63K 0.01% 335
2024
Q3 		$238K Buy
+2,253
New +$230K 0.01% 330

Other funds holding IVOO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
NA
NWM Advisors San Luis Obispo, California $127M AUM
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Joel Isaacson & Co's IVOO Position: Q2 2026 in Review

Joel Isaacson & Co increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 1.7% in Q2 2026, buying an estimated $5.84K and bringing the position to 2,766 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #352.

Joel Isaacson & Co first reported a position in IVOO in Q3 2024 and has held it in 8 quarters since. 207 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

  • Joel Isaacson & Co held 2,766 shares of Vanguard S&P Mid-Cap 400 ETF worth $361K as of Q2 2026.
  • Joel Isaacson & Co bought 47 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $5.84K.
  • Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #352 holding.
  • Joel Isaacson & Co first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2024 and has held it in 8 quarters since.
  • 207 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.