RWA Wealth Partners’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.13M | Sell |
8,677
-3,575
| -29% | -$444K | 0.01% | 331 |
|
|
2026
Q1 | $1.4M | Hold |
12,252
| – | – | 0.02% | 302 |
|
|
2025
Q4 | $1.37M | Hold |
12,252
| – | – | 0.02% | 309 |
|
|
2025
Q3 | $1.35M | Hold |
12,252
| – | – | 0.02% | 307 |
|
|
2025
Q2 | $1.29M | Hold |
12,252
| – | – | 0.02% | 293 |
|
|
2025
Q1 | $1.21M | Hold |
12,252
| – | – | 0.02% | 292 |
|
|
2024
Q4 | $1.29M | Sell |
12,252
-221
| -2% | -$24K | 0.02% | 290 |
|
|
2024
Q3 | $1.32M | Sell |
12,473
-224
| -2% | -$22.9K | 0.02% | 288 |
|
|
2024
Q2 | $1.26M | Buy |
12,697
+221
| +2% | +$22K | 0.02% | 278 |
|
|
2024
Q1 | $1.29M | Hold |
12,476
| – | – | 0.02% | 277 |
|
|
2023
Q4 | $1.17M | Hold |
12,476
| – | – | 0.02% | 272 |
|
|
2023
Q3 | $1.05M | Hold |
12,476
| – | – | 0.02% | 190 |
|
|
2023
Q2 | $1.1M | Buy |
12,476
+3,518
| +39% | +$296K | 0.02% | 164 |
|
|
2023
Q1 | $759K | Hold |
8,958
| – | – | 0.02% | 147 |
|
|
2022
Q4 | $768K | Hold |
8,958
| – | – | 0.02% | 150 |
|
|
2022
Q3 | $666K | Sell |
8,958
-1,788
| -17% | -$146K | 0.05% | 146 |
|
|
2022
Q2 | $823K | Sell |
10,746
-1,152
| -10% | -$96.3K | 0.06% | 134 |
|
|
2022
Q1 | $1.08M | Sell |
11,898
-36
| -0.3% | -$3.24K | 0.07% | 131 |
|
|
2021
Q4 | $1.14M | Buy |
11,934
+1,788
| +18% | +$168K | 0.08% | 125 |
|
|
2021
Q3 | $904K | Hold |
10,146
| – | – | 0.07% | 136 |
|
|
2021
Q2 | $923K | Sell |
10,146
-60
| -0.6% | -$5.49K | 0.07% | 136 |
|
|
2021
Q1 | $900K | Buy |
10,206
+284
| +3% | +$24K | 0.07% | 128 |
|
|
2020
Q4 | $772K | Hold |
9,922
| – | – | 0.07% | 134 |
|
|
2020
Q3 | $623K | Hold |
9,922
| – | – | 0.07% | 135 |
|
|
2020
Q2 | $596K | Sell |
9,922
-2,762
| -22% | -$155K | 0.07% | 132 |
|
|
2020
Q1 | $617K | Sell |
12,684
-160
| -1% | -$10K | 0.09% | 124 |
|
|
2019
Q4 | $892K | Sell |
12,844
-30
| -0.2% | -$2.01K | 0.09% | 126 |
|
|
2019
Q3 | $840K | Sell |
12,874
-574
| -4% | -$37.3K | 0.09% | 132 |
|
|
2019
Q2 | $883K | Hold |
13,448
| – | – | 0.09% | 130 |
|
|
2019
Q1 | $860K | Hold |
13,448
| – | – | 0.1% | 128 |
|
|
2018
Q4 | $752K | Sell |
13,448
-42
| -0.3% | -$2.59K | 0.1% | 128 |
|
|
2018
Q3 | $917K | Sell |
13,490
-1,430
| -10% | -$97K | 0.1% | 118 |
|
|
2018
Q2 | $981K | Sell |
14,920
-142
| -0.9% | -$9.25K | 0.11% | 124 |
|
|
2018
Q1 | $954K | Sell |
15,062
-1,000
| -6% | -$64.4K | 0.12% | 114 |
|
|
2017
Q4 | $1.03M | Buy |
16,062
+11,264
| +235% | +$703K | 0.12% | 117 |
|
|
2017
Q3 | $290K | Buy |
4,798
+282
| +6% | +$16.6K | 0.03% | 196 |
|
|
2017
Q2 | $265K | Sell |
4,516
-844
| -16% | -$49.2K | 0.03% | 167 |
|
|
2017
Q1 | $310K | Buy |
+5,360
| New | +$308K | 0.04% | 154 |
|
Other funds holding IVOO
HFS
LMIM
SILC
RWA Wealth Partners's IVOO Position: Q2 2026 in Review
RWA Wealth Partners reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 29% in Q2 2026, selling an estimated $444K and leaving 8,677 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #331.
RWA Wealth Partners first reported a position in IVOO in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.4M in Q1 2026. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.
- RWA Wealth Partners held 8,677 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.13M as of Q2 2026.
- RWA Wealth Partners sold 3,575 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $444K.
- Vanguard S&P Mid-Cap 400 ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #331 holding.
- RWA Wealth Partners first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2017 and has held it in 38 quarters since.
- RWA Wealth Partners's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.4M in Q1 2026.
- 343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.
Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.