RWA
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
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% -$9.78K 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% -$2.17K 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

RT
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Redhawk Wealth Advisors's IVOV Position: Q2 2026 in Review

Redhawk Wealth Advisors reduced its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) stake by 61% in Q2 2026, selling an estimated $331K and leaving 1,905 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #382.

Redhawk Wealth Advisors first reported a position in IVOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $550K in Q3 2025. 19 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Redhawk Wealth Advisors held 1,905 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $217K as of Q2 2026.
  • Redhawk Wealth Advisors sold 3,038 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $331K.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.02% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #382 holding.
  • Redhawk Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Redhawk Wealth Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $550K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.