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Vaughan & Co Securities’s iShares Russell 2000 ETF IWM Stock Holding History

Vaughan & Co Securities’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-25
Closed -$4.14K – 168
2019
Q4 		$4.14K Buy
+25
New +$3.95K ﹤0.01% 157

Other funds holding IWM

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vaughan & Co Securities's IWM Position: Q1 2020 in Review

Vaughan & Co Securities sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 25 shares — an estimated $4.14K sold.

Vaughan & Co Securities first reported a position in IWM in Q4 2019 and held it in 1 quarter. The position peaked at $4.14K in Q4 2019. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

  • Vaughan & Co Securities reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 25 iShares Russell 2000 ETF shares in Q1 2020, an estimated $4.14K.
  • Vaughan & Co Securities first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 1 quarter.
  • Vaughan & Co Securities's iShares Russell 2000 ETF position peaked at $4.14K in Q4 2019.
  • 1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Vaughan & Co Securities's 13F filing for Q1 2020, filed 28 May 2020.