Kingsview Wealth Management’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Kingsview Wealth Management’s Portfolio IVOV Stock Details IVOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$202K	Hold	1,984	–	–	﹤0.01%	1256
2025 Q4	$200K	Buy	+1,984	New	+$200K	﹤0.01%	1181
2025 Q1	–	Sell	-2,301	Closed	-$220K	–	1142
2024 Q4	$220K	Sell	2,301 -260	-10%	-$25.7K	﹤0.01%	1025
2024 Q3	$245K	Hold	2,561	–	–	0.01%	950
2024 Q2	$224K	Sell	2,561 -10	-0.4%	-$876	0.01%	942
2024 Q1	$233K	Sell	2,571 -150	-6%	-$12.9K	0.01%	915
2023 Q4	$237K	Buy	+2,721	New	+$216K	0.01%	838
2021 Q3	–	Sell	-11,210	Closed	-$915K	–	948
2021 Q2	$915K	Buy	+11,210	New	+$917K	0.05%	402
2021 Q1	–	Sell	-18,740	Closed	-$1.23M	–	902
2020 Q4	$1.23M	Sell	18,740 -790	-4%	-$48.1K	0.09%	232
2020 Q3	$1.02M	Buy	19,530 +336	+2%	+$17.9K	0.09%	218
2020 Q2	$987K	Buy	+19,194	New	+$927K	0.1%	205
2019 Q3	–	Sell	-3,532	Closed	-$217K	–	464
2019 Q2	$217K	Sell	3,532 -12,490	-78%	-$758K	0.04%	380
2019 Q1	$960K	Buy	+16,022	New	+$945K	0.15%	184

Other funds holding IVOV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kingsview Wealth Management's IVOV Position: Q1 2026 in Review

Kingsview Wealth Management held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q1 2026 at 1,984 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Kingsview Wealth Management first reported a position in IVOV in Q1 2019 and has held it in 13 quarters since. The position peaked at $1.23M in Q4 2020. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

Kingsview Wealth Management held 1,984 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $202K as of Q1 2026.
Kingsview Wealth Management left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
Vanguard S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1256 holding.
Kingsview Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2019 and has held it in 13 quarters since.
Kingsview Wealth Management's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $1.23M in Q4 2020.
164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.