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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vaughan & Co Securities's IWD Position: Q2 2020 in Review

Vaughan & Co Securities sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2020, closing a stake of 895 shares — an estimated $88.8K sold.

Vaughan & Co Securities first reported a position in IWD in Q4 2019 and held it in 2 quarters. The position peaked at $122K in Q4 2019. 987 funds tracked by Wall St. Rank hold IWD as of Q2 2020.

  • Vaughan & Co Securities reported no remaining iShares Russell 1000 Value ETF position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 895 iShares Russell 1000 Value ETF shares in Q2 2020, an estimated $88.8K.
  • Vaughan & Co Securities first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's iShares Russell 1000 Value ETF position peaked at $122K in Q4 2019.
  • 987 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.