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IVOO icon

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

Spire 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
Q2 		$823K Sell
6,314
-191
-3% -$23.7K 0.02% 432
2026
Q1 		$744K Sell
6,505
-312
-5% -$36.7K 0.03% 440
2025
Q4 		$762K Sell
6,817
-220
-3% -$24.4K 0.03% 448
2025
Q3 		$777K Sell
7,037
-541
-7% -$58.9K 0.03% 427
2025
Q2 		$795K Sell
7,578
-855
-10% -$85K 0.03% 400
2025
Q1 		$832K Sell
8,433
-1,320
-14% -$139K 0.03% 444
2024
Q4 		$1.03M Sell
9,753
-612
-6% -$66.5K 0.03% 390
2024
Q3 		$1.09M Sell
10,365
-359
-3% -$36.7K 0.04% 359
2024
Q2 		$1.06M Sell
10,724
-1,418
-12% -$141K 0.04% 330
2024
Q1 		$1.25M Sell
12,142
-767
-6% -$73.6K 0.02% 331
2023
Q4 		$1.2M Sell
12,909
-4,022
-24% -$346K 0.04% 326
2023
Q3 		$1.43M Sell
16,931
-499
-3% -$44.3K 0.05% 265
2023
Q2 		$1.54M Buy
17,430
+2,067
+13% +$174K 0.06% 267
2023
Q1 		$1.3M Buy
15,363
+5,323
+53% +$459K 0.05% 298
2022
Q4 		$821K Buy
10,040
+3,798
+61% +$311K 0.05% 265
2022
Q3 		$464K Buy
6,242
+4,458
+250% +$365K 0.03% 342
2022
Q2 		$137K Buy
1,784
+590
+49% +$49.3K 0.01% 906
2022
Q1 		$162K Sell
1,194
-410
-26% -$36.9K ﹤0.01% 973
2021
Q4 		$154K Buy
1,604
+740
+86% +$69.7K ﹤0.01% 1219
2021
Q3 		$77K Buy
864
+190
+28% +$17.3K ﹤0.01% 1296
2021
Q2 		$61K Buy
674
+368
+120% +$33.6K ﹤0.01% 1396
2021
Q1 		$41K Buy
+306
New +$25.8K ﹤0.01% 1828

Other funds holding IVOO

ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return