Vaughan & Co Securities’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Buy |
72,338
+2,667
| +4% | +$762K | 11.86% | 3 |
|
|
2025
Q1 | $17.8M | Buy |
69,671
+1,452
| +2% | +$371K | 11.02% | 4 |
|
|
2024
Q4 | $19.6M | Sell |
68,219
-1,809
| -3% | -$521K | 11.84% | 3 |
|
|
2024
Q3 | $19.9M | Sell |
70,028
-346
| -0.5% | -$98.3K | 11.72% | 3 |
|
|
2024
Q2 | $18.5M | Buy |
70,374
+121
| +0.2% | +$31.8K | 11.65% | 3 |
|
|
2024
Q1 | $19M | Sell |
70,253
-153
| -0.2% | -$41.4K | 12.11% | 1 |
|
|
2023
Q4 | $17.8M | Buy |
70,406
+1,999
| +3% | +$504K | 11.91% | 1 |
|
|
2023
Q3 | $15.3M | Buy |
68,407
+815
| +1% | +$183K | 11.39% | 3 |
|
|
2023
Q2 | $16.4M | Buy |
67,592
+431
| +0.6% | +$105K | 11.66% | 3 |
|
|
2023
Q1 | $15.2M | Buy |
67,161
+2,036
| +3% | +$462K | 11.3% | 3 |
|
|
2022
Q4 | $14M | Sell |
65,125
-3,639
| -5% | -$781K | 11.13% | 2 |
|
|
2022
Q3 | $14.2M | Buy |
68,764
+335
| +0.5% | +$69.2K | 12.26% | 1 |
|
|
2022
Q2 | $14.1M | Buy |
68,429
+3,344
| +5% | +$690K | 11.31% | 3 |
|
|
2022
Q1 | $16.6M | Buy |
65,085
+4,063
| +7% | +$1.04M | 11.51% | 3 |
|
|
2021
Q4 | $17.9M | Sell |
61,022
-273
| -0.4% | -$80K | 12.13% | 3 |
|
|
2021
Q3 | $18M | Sell |
61,295
-4,385
| -7% | -$1.29M | 13.45% | 1 |
|
|
2021
Q2 | $20.5M | Sell |
65,680
-4,673
| -7% | -$1.46M | 15.13% | 1 |
|
|
2021
Q1 | $21.2M | Sell |
70,353
-3,548
| -5% | -$1.07M | 17.07% | 1 |
|
|
2020
Q4 | $21.2M | Sell |
73,901
-30
| -0% | -$8.6K | 18.78% | 1 |
|
|
2020
Q3 | $16.4M | Sell |
73,931
-287
| -0.4% | -$63.6K | 17.1% | 1 |
|
|
2020
Q2 | $15.4M | Buy |
74,218
+906
| +1% | +$187K | 16.89% | 1 |
|
|
2020
Q1 | $11.6M | Sell |
73,312
-3,778
| -5% | -$598K | 14.74% | 1 |
|
|
2019
Q4 | $16.5M | Buy |
+77,090
| New | +$16.5M | 14.9% | 1 |
|