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Vaughan & Co Securities’s iShares S&P 500 Growth ETF IVW Stock Holding History

Vaughan & Co Securities’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,188
Closed -$210K – 55
2024
Q3 		$210K Hold
2,188
– – 0.12% 54
2024
Q2 		$202K Buy
+2,188
New +$189K 0.13% 54
2020
Q2 		– Sell
-4,428
Closed -$183K – 103
2020
Q1 		$183K Hold
4,428
– – 0.23% 45
2019
Q4 		$214K Buy
+4,428
New +$205K 0.19% 48

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Vaughan & Co Securities's IVW Position: Q4 2024 in Review

Vaughan & Co Securities sold out of iShares S&P 500 Growth ETF (IVW) in Q4 2024, closing a stake of 2,188 shares — an estimated $210K sold.

Vaughan & Co Securities first reported a position in IVW in Q4 2019 and held it in 4 quarters. The position peaked at $214K in Q4 2019. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Vaughan & Co Securities reported no remaining iShares S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Vaughan & Co Securities sold 2,188 iShares S&P 500 Growth ETF shares in Q4 2024, an estimated $210K.
  • Vaughan & Co Securities first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 4 quarters.
  • Vaughan & Co Securities's iShares S&P 500 Growth ETF position peaked at $214K in Q4 2019.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

Based on Vaughan & Co Securities's 13F filing for Q4 2024, filed 27 Jan 2025.