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

Retirement Investment 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
2023
Q3 		– Sell
-2,468
Closed -$203K – 61
2023
Q2 		$203K Buy
+2,468
New +$192K 0.02% 61

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Retirement Investment Advisors's IVOV Position: Q3 2023 in Review

Retirement Investment Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q3 2023, closing a stake of 2,468 shares — an estimated $203K sold.

Retirement Investment Advisors first reported a position in IVOV in Q2 2023 and held it in 1 quarter. The position peaked at $203K in Q2 2023. 107 funds tracked by Wall St. Rank hold IVOV as of Q3 2023.

  • Retirement Investment Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Retirement Investment Advisors sold 2,468 Vanguard S&P Mid-Cap 400 Value ETF shares in Q3 2023, an estimated $203K.
  • Retirement Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q2 2023 and held it in 1 quarter.
  • Retirement Investment Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $203K in Q2 2023.
  • 107 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q3 2023.

Based on Retirement Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.