Riverpoint Wealth Management Holdings’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Riverpoint Wealth Management Holdings’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
2021 Q3	–	Sell	-8,980	Closed	-$817K	–	68
2021 Q2	$817K	Buy	8,980 +240	+3%	+$21.9K	0.23%	42
2021 Q1	$771K	Buy	8,740 +436	+5%	+$36.8K	0.23%	42
2020 Q4	$646K	Buy	8,304 +1,134	+16%	+$81K	0.2%	46
2020 Q3	$450K	Buy	7,170 +2,582	+56%	+$163K	0.16%	55
2020 Q2	$276K	Buy	4,588 +114	+3%	+$6.42K	0.11%	62
2020 Q1	$218K	Buy	4,474 +608	+16%	+$38.2K	0.11%	62
2019 Q4	$269K	Buy	3,866 +522	+16%	+$34.9K	0.11%	66
2019 Q3	$218K	Buy	3,344 +232	+7%	+$15.1K	0.1%	66
2019 Q2	$204K	Buy	+3,112	New	+$201K	0.09%	63

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Riverpoint Wealth Management Holdings's IVOO Position: Q3 2021 in Review

Riverpoint Wealth Management Holdings sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2021, closing a stake of 8,980 shares — an estimated $817K sold.

Riverpoint Wealth Management Holdings first reported a position in IVOO in Q2 2019 and held it in 9 quarters. The position peaked at $817K in Q2 2021. 169 funds tracked by Wall St. Rank hold IVOO as of Q3 2021.

Riverpoint Wealth Management Holdings reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2021 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 8,980 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2021, an estimated $817K.
Riverpoint Wealth Management Holdings first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q2 2019 and held it in 9 quarters.
Riverpoint Wealth Management Holdings's Vanguard S&P Mid-Cap 400 ETF position peaked at $817K in Q2 2021.
169 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q3 2021, filed 5 Nov 2021.