Vaughan & Co Securities’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6M | Buy |
53,176
+1,164
| +2% | +$494K | 12.95% | 1 |
|
|
2025
Q1 | $18.8M | Buy |
52,012
+1,129
| +2% | +$408K | 11.63% | 3 |
|
|
2024
Q4 | $20.4M | Sell |
50,883
-2,498
| -5% | -$1M | 12.32% | 1 |
|
|
2024
Q3 | $20M | Sell |
53,381
-470
| -0.9% | -$176K | 11.8% | 2 |
|
|
2024
Q2 | $19.6M | Sell |
53,851
-1,895
| -3% | -$691K | 12.38% | 1 |
|
|
2024
Q1 | $18.8M | Sell |
55,746
-315
| -0.6% | -$106K | 11.96% | 3 |
|
|
2023
Q4 | $17M | Sell |
56,061
-4,326
| -7% | -$1.31M | 11.4% | 3 |
|
|
2023
Q3 | $16.1M | Sell |
60,387
-696
| -1% | -$185K | 11.93% | 1 |
|
|
2023
Q2 | $16.8M | Sell |
61,083
-3,303
| -5% | -$909K | 11.95% | 1 |
|
|
2023
Q1 | $15.7M | Buy |
64,386
+1,831
| +3% | +$447K | 11.67% | 1 |
|
|
2022
Q4 | $13.4M | Sell |
62,555
-1,756
| -3% | -$376K | 10.68% | 4 |
|
|
2022
Q3 | $13.5M | Buy |
64,311
+794
| +1% | +$167K | 11.68% | 3 |
|
|
2022
Q2 | $13.9M | Buy |
63,517
+2,788
| +5% | +$610K | 11.13% | 5 |
|
|
2022
Q1 | $16.9M | Sell |
60,729
-620
| -1% | -$172K | 11.65% | 1 |
|
|
2021
Q4 | $18.7M | Sell |
61,349
-525
| -0.8% | -$160K | 12.72% | 1 |
|
|
2021
Q3 | $17M | Sell |
61,874
-1,851
| -3% | -$507K | 12.67% | 2 |
|
|
2021
Q2 | $17.3M | Buy |
63,725
+198
| +0.3% | +$53.8K | 12.78% | 3 |
|
|
2021
Q1 | $15.4M | Sell |
63,527
-204
| -0.3% | -$49.6K | 12.46% | 3 |
|
|
2020
Q4 | $15.4M | Buy |
63,731
+128
| +0.2% | +$30.9K | 13.62% | 2 |
|
|
2020
Q3 | $13.8M | Sell |
63,603
-641
| -1% | -$139K | 14.4% | 2 |
|
|
2020
Q2 | $12.3M | Buy |
64,244
+182
| +0.3% | +$34.9K | 13.57% | 2 |
|
|
2020
Q1 | $9.65M | Sell |
64,062
-4,525
| -7% | -$682K | 12.26% | 2 |
|
|
2019
Q4 | $12.1M | Buy |
+68,587
| New | +$12.1M | 10.89% | 4 |
|