TRCT
IVOV icon

Tower Research Capital (TRC)’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Tower Research Capital (TRC)’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
2025
Q4 		– Sell
-405
Closed -$40.8K – 5379
2025
Q3 		$40.8K Sell
405
-5,610
-93% -$556K ﹤0.01% 2696
2025
Q2 		$574K Buy
6,015
+2,203
+58% +$199K 0.02% 868
2025
Q1 		$351K Buy
3,812
+1,927
+102% +$185K 0.01% 1056
2024
Q4 		$180K Sell
1,885
-2,567
-58% -$254K ﹤0.01% 1791
2024
Q3 		$426K Buy
4,452
+1,107
+33% +$101K 0.01% 981
2024
Q2 		$293K Sell
3,345
-1,112
-25% -$97.4K ﹤0.01% 1783
2024
Q1 		$405K Buy
4,457
+2,814
+171% +$242K 0.01% 988
2023
Q4 		$143K Sell
1,643
-3,170
-66% -$251K ﹤0.01% 2357
2023
Q3 		$375K Buy
4,813
+509
+12% +$41.8K 0.01% 1039
2023
Q2 		$354K Sell
4,304
-98
-2% -$7.63K 0.01% 1202
2023
Q1 		$346K Sell
4,402
-2,062
-32% -$168K 0.01% 1052
2022
Q4 		$496K Sell
6,464
-6,424
-50% -$495K 0.02% 706
2022
Q3 		$895K Buy
12,888
+10,650
+476% +$814K 0.01% 756
2022
Q2 		$162K Sell
2,238
-3,418
-60% -$267K ﹤0.01% 1927
2022
Q1 		$474K Buy
+5,656
New +$465K ﹤0.01% 1183
2021
Q4 		– Sell
-12,060
Closed -$959K – 6347
2021
Q3 		$959K Buy
12,060
+5,572
+86% +$450K 0.02% 565
2021
Q2 		$525K Buy
+6,488
New +$531K 0.01% 1147
2020
Q4 		– Sell
-29,430
Closed -$1.54M – 5273
2020
Q3 		$1.54M Buy
29,430
+5,584
+23% +$298K 0.02% 588
2020
Q2 		$1.23M Sell
23,846
-60,152
-72% -$2.9M 0.05% 403
2020
Q1 		$3.54M Buy
83,998
+79,664
+1,838% +$4.57M 0.22% 55
2019
Q4 		$282K Sell
4,334
-2,300
-35% -$145K 0.02% 463
2019
Q3 		$409K Buy
6,634
+2,260
+52% +$137K 0.03% 657
2019
Q2 		$269K Buy
4,374
+2,898
+196% +$176K 0.02% 731
2019
Q1 		$88K Buy
+1,476
New +$87K 0.01% 1486
2018
Q4 		– Sell
-200
Closed -$13K – 4080
2018
Q3 		$13K Buy
+200
New +$12.8K ﹤0.01% 2601
2016
Q1 		– Sell
-78
Closed -$3K – 4523
2015
Q4 		$3K Buy
+78
New +$3.59K ﹤0.01% 3458
2015
Q2 		– Sell
-200
Closed -$10K – 4707
2015
Q1 		$10K Buy
+200
New +$9.7K ﹤0.01% 2790
2014
Q2 		– Sell
-400
Closed -$18K – 4330
2014
Q1 		$18K Buy
+400
New +$17.6K ﹤0.01% 1998

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 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
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
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
AWM
Aberdeen Wealth Management Lake Bluff, Illinois $219M AUM 16.64% 1-Year Est. Return

Tower Research Capital (TRC)'s IVOV Position: Q4 2025 in Review

Tower Research Capital (TRC) sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q4 2025, closing a stake of 405 shares — an estimated $40.8K sold.

Tower Research Capital (TRC) first reported a position in IVOV in Q1 2014 and held it in 28 quarters. The position peaked at $3.54M in Q1 2020. 161 funds tracked by Wall St. Rank hold IVOV as of Q4 2025.

  • Tower Research Capital (TRC) reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 405 Vanguard S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $40.8K.
  • Tower Research Capital (TRC) first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2014 and held it in 28 quarters.
  • Tower Research Capital (TRC)'s Vanguard S&P Mid-Cap 400 Value ETF position peaked at $3.54M in Q1 2020.
  • 161 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2025, filed 17 Feb 2026.