KW
IVOV icon

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

KWB Wealth’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
2021
Q1 		– Sell
-3,166
Closed -$208K – 87
2020
Q4 		$208K Buy
+3,166
New +$193K 0.04% 72

Other funds holding IVOV

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

KWB Wealth's IVOV Position: Q1 2021 in Review

KWB Wealth sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2021, closing a stake of 3,166 shares — an estimated $208K sold.

KWB Wealth first reported a position in IVOV in Q4 2020 and held it in 1 quarter. The position peaked at $208K in Q4 2020. 92 funds tracked by Wall St. Rank hold IVOV as of Q1 2021.

  • KWB Wealth reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2021 after selling out during the quarter.
  • KWB Wealth sold 3,166 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2021, an estimated $208K.
  • KWB Wealth first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2020 and held it in 1 quarter.
  • KWB Wealth's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $208K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2021.

Based on KWB Wealth's 13F filing for Q1 2021, filed 10 May 2021.