RA
IVOV icon

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

Rise 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
Q1 		– Sell
-3,042
Closed -$307K – 99
2025
Q4 		$307K Buy
+3,042
New +$307K 0.11% 71

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
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
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rise Advisors's IVOV Position: Q1 2026 in Review

Rise Advisors sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2026, closing a stake of 3,042 shares — an estimated $307K sold.

Rise Advisors first reported a position in IVOV in Q4 2025 and held it in 1 quarter. The position peaked at $307K in Q4 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Rise Advisors reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Rise Advisors sold 3,042 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $307K.
  • Rise Advisors first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2025 and held it in 1 quarter.
  • Rise Advisors's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $307K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Rise Advisors's 13F filing for Q1 2026, filed 3 Apr 2026.