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Vaughan & Co Securities’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Vaughan & Co Securities’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.4M Sell
212,725
-1,207
-0.6% -$146K 12.32% 2
2026
Q1 		$22.8M Buy
213,932
+2,916
+1% +$331K 11.84% 3
2025
Q4 		$25M Sell
211,016
-212
-0.1% -$25.1K 12.91% 1
2025
Q3 		$24.7M Sell
211,228
-1,476
-0.7% -$164K 13.14% 1
2025
Q2 		$22.6M Buy
212,704
+4,656
+2% +$445K 12.95% 1
2025
Q1 		$18.8M Buy
208,048
+4,516
+2% +$446K 11.63% 3
2024
Q4 		$20.4M Sell
203,532
-9,992
-5% -$983K 12.32% 1
2024
Q3 		$20M Sell
213,524
-1,880
-0.9% -$170K 11.8% 2
2024
Q2 		$19.6M Sell
215,404
-7,580
-3% -$647K 12.38% 1
2024
Q1 		$18.8M Sell
222,984
-1,260
-0.6% -$102K 11.96% 3
2023
Q4 		$17M Sell
224,244
-17,304
-7% -$1.22M 11.4% 3
2023
Q3 		$16.1M Sell
241,548
-2,784
-1% -$192K 11.93% 1
2023
Q2 		$16.8M Sell
244,332
-13,212
-5% -$840K 11.95% 1
2023
Q1 		$15.7M Buy
257,544
+7,324
+3% +$422K 11.67% 1
2022
Q4 		$13.4M Sell
250,220
-7,024
-3% -$386K 10.68% 4
2022
Q3 		$13.5M Buy
257,244
+3,176
+1% +$187K 11.68% 3
2022
Q2 		$13.9M Buy
254,068
+11,152
+5% +$670K 11.13% 5
2022
Q1 		$16.9M Sell
242,916
-2,480
-1% -$169K 11.65% 1
2021
Q4 		$18.7M Sell
245,396
-2,100
-0.8% -$156K 12.72% 1
2021
Q3 		$17M Sell
247,496
-7,404
-3% -$524K 12.67% 2
2021
Q2 		$17.3M Buy
254,900
+792
+0.3% +$51.1K 12.78% 3
2021
Q1 		$15.4M Sell
254,108
-816
-0.3% -$49.7K 12.46% 3
2020
Q4 		$15.4M Buy
254,924
+512
+0.2% +$29.1K 13.62% 2
2020
Q3 		$13.8M Sell
254,412
-2,564
-1% -$135K 14.4% 2
2020
Q2 		$12.3M Buy
256,976
+728
+0.3% +$32.1K 13.57% 2
2020
Q1 		$9.65M Sell
256,248
-18,100
-7% -$780K 12.26% 2
2019
Q4 		$12.1M Buy
+274,348
New +$11.5M 10.89% 4

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Vaughan & Co Securities reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.56% in Q2 2026, selling an estimated $146K and leaving 212,725 shares worth $26.4M. The position accounts for 12.32% of the portfolio, ranked #2.

Vaughan & Co Securities first reported a position in IWF in Q4 2019 and has held it in 27 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Vaughan & Co Securities held 212,725 shares of iShares Russell 1000 Growth ETF worth $26.4M as of Q2 2026.
  • Vaughan & Co Securities sold 1,207 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $146K.
  • iShares Russell 1000 Growth ETF made up 12.32% of Vaughan & Co Securities's portfolio in Q2 2026, its #2 holding.
  • Vaughan & Co Securities first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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