Redhawk Wealth Advisors
IVOV icon

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

Redhawk Wealth Advisors’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
Q3 		– Sell
-1,905
Closed -$217K – 428
2026
Q2 		$217K Sell
1,905
-3,038
-61% -$331K 0.02% 382
2026
Q1 		$504K Sell
4,943
-27
-0.5% -$2.84K 0.06% 238
2025
Q4 		$502K Sell
4,970
-489
-9% -$49.4K 0.06% 236
2025
Q3 		$550K Buy
5,459
+90
+2% +$8.91K 0.06% 212
2025
Q2 		$513K Sell
5,369
-108
-2% -$9.8K 0.06% 206
2025
Q1 		$504K Sell
5,477
-76
-1% -$7.3K 0.07% 183
2024
Q4 		$531K Sell
5,553
-22
-0.4% -$2.18K 0.07% 186
2024
Q3 		$534K Hold
5,575
– – 0.08% 189
2024
Q2 		$488K Buy
5,575
+206
+4% +$18K 0.07% 189
2024
Q1 		$487K Buy
5,369
+524
+11% +$45.1K 0.08% 196
2023
Q4 		$422K Buy
+4,845
New +$384K 0.08% 193

Other funds holding IVOV

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Lutz Financial Services
Lutz Financial Services Omaha, Nebraska $1.63B AUM 7.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Redhawk Wealth Advisors's IVOV Position: Q3 2026 in Review

Redhawk Wealth Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q3 2026, closing a stake of 1,905 shares — an estimated $217K sold.

Redhawk Wealth Advisors first reported a position in IVOV in Q4 2023 and held it in 11 quarters. The position peaked at $550K in Q3 2025. 154 funds tracked by Wall St. Rank hold IVOV as of Q3 2026.

  • Redhawk Wealth Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 1,905 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2026, an estimated $217K.
  • Redhawk Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2023 and held it in 11 quarters.
  • Redhawk Wealth Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $550K in Q3 2025.
  • 154 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.