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Vaughan & Co Securities’s iShares Russell 1000 Value ETF IWD Stock Holding History

Vaughan & Co Securities’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Buy
+897
New +$209K 0.1% 58
2020
Q2 		– Sell
-895
Closed -$88.8K – 104
2020
Q1 		$88.8K Hold
895
– – 0.11% 61
2019
Q4 		$122K Buy
+895
New +$118K 0.11% 62

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Vaughan & Co Securities's IWD Position: Q2 2026 in Review

Vaughan & Co Securities opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 897 shares worth $217K. The stake represents 0.1% of the portfolio and ranks #58 among its holdings. This is a return to the name: Vaughan & Co Securities previously reported a position in IWD as recently as Q1 2020.

Vaughan & Co Securities first reported a position in IWD in Q4 2019 and has held it in 3 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Vaughan & Co Securities held 897 shares of iShares Russell 1000 Value ETF worth $217K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Vaughan & Co Securities position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.1% of Vaughan & Co Securities's portfolio in Q2 2026, its #58 holding.
  • Vaughan & Co Securities first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 3 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Vaughan & Co Securities's 13F filing for Q2 2026, filed 3 Aug 2026.