MIM
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Macroview Investment Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Macroview Investment Management’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
2024
Q2 		– Sell
-4
Closed -$413 – 644
2024
Q1 		$413 Hold
4
– – ﹤0.01% 601
2023
Q4 		$376 Hold
4
– – ﹤0.01% 587
2023
Q3 		$339 Buy
+4
New +$355 ﹤0.01% 742

Other funds holding IVOO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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 22.9% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Macroview Investment Management's IVOO Position: Q2 2024 in Review

Macroview Investment Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2024, closing a stake of 4 shares — an estimated $413 sold.

Macroview Investment Management first reported a position in IVOO in Q3 2023 and held it in 3 quarters. The position peaked at $413 in Q1 2024. 234 funds tracked by Wall St. Rank hold IVOO as of Q2 2024.

  • Macroview Investment Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2024 after selling out during the quarter.
  • Macroview Investment Management sold 4 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2024, an estimated $413.
  • Macroview Investment Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2023 and held it in 3 quarters.
  • Macroview Investment Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $413 in Q1 2024.
  • 234 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2024.

Based on Macroview Investment Management's 13F filing for Q2 2024, filed 23 Jul 2024.