SWM
IVOO icon

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

SHP Wealth Management’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
2026
Q1 		– Sell
-10
Closed -$1.12K – 1871
2025
Q4 		$1.12K Buy
+10
New +$1.11K ﹤0.01% 1236

Other funds holding IVOO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SILC
Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SHP Wealth Management's IVOO Position: Q1 2026 in Review

SHP Wealth Management sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q1 2026, closing a stake of 10 shares — an estimated $1.12K sold.

SHP Wealth Management first reported a position in IVOO in Q4 2025 and held it in 1 quarter. The position peaked at $1.12K in Q4 2025. 300 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

  • SHP Wealth Management reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 10 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $1.12K.
  • SHP Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.12K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.