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

Vaughan & Co Securities’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.7M Sell
72,425
-1,375
-2% -$457K 11.8% 4
2025
Q4 		$23.8M Buy
73,800
+746
+1% +$243K 12.33% 3
2025
Q3 		$23.4M Buy
73,054
+716
+1% +$216K 12.42% 3
2025
Q2 		$20.7M Buy
72,338
+2,667
+4% +$702K 11.86% 3
2025
Q1 		$17.8M Buy
69,671
+1,452
+2% +$410K 11.02% 4
2024
Q4 		$19.6M Sell
68,219
-1,809
-3% -$535K 11.84% 3
2024
Q3 		$19.9M Sell
70,028
-346
-0.5% -$94.8K 11.72% 3
2024
Q2 		$18.5M Buy
70,374
+121
+0.2% +$31.4K 11.65% 3
2024
Q1 		$19M Sell
70,253
-153
-0.2% -$39.1K 12.11% 1
2023
Q4 		$17.8M Buy
70,406
+1,999
+3% +$451K 11.91% 1
2023
Q3 		$15.3M Buy
68,407
+815
+1% +$195K 11.39% 3
2023
Q2 		$16.4M Buy
67,592
+431
+0.6% +$98.8K 11.66% 3
2023
Q1 		$15.2M Buy
67,161
+2,036
+3% +$466K 11.3% 3
2022
Q4 		$14M Sell
65,125
-3,639
-5% -$797K 11.13% 2
2022
Q3 		$14.2M Buy
68,764
+335
+0.5% +$75.4K 12.26% 1
2022
Q2 		$14.1M Buy
68,429
+3,344
+5% +$746K 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% -$82.3K 12.13% 3
2021
Q3 		$18M Sell
61,295
-4,385
-7% -$1.32M 13.45% 1
2021
Q2 		$20.5M Sell
65,680
-4,673
-7% -$1.41M 15.13% 1
2021
Q1 		$21.2M Sell
70,353
-3,548
-5% -$1.1M 17.07% 1
2020
Q4 		$21.2M Sell
73,901
-30
-0% -$7.65K 18.78% 1
2020
Q3 		$16.4M Sell
73,931
-287
-0.4% -$62.8K 17.1% 1
2020
Q2 		$15.4M Buy
74,218
+906
+1% +$169K 16.89% 1
2020
Q1 		$11.6M Sell
73,312
-3,778
-5% -$750K 14.74% 1
2019
Q4 		$16.5M Buy
+77,090
New +$15.6M 14.9% 1

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Vaughan & Co Securities's IWO Position: Q1 2026 in Review

Vaughan & Co Securities reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.9% in Q1 2026, selling an estimated $457K and leaving 72,425 shares worth $22.7M. The position accounts for 11.8% of the portfolio, ranked #4.

Vaughan & Co Securities first reported a position in IWO in Q4 2019 and has held it in 26 quarters since. The position peaked at $23.8M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Vaughan & Co Securities held 72,425 shares of iShares Russell 2000 Growth ETF worth $22.7M as of Q1 2026.
  • Vaughan & Co Securities sold 1,375 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $457K.
  • iShares Russell 2000 Growth ETF made up 11.8% of Vaughan & Co Securities's portfolio in Q1 2026, its #4 holding.
  • Vaughan & Co Securities first reported a position in iShares Russell 2000 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Vaughan & Co Securities's iShares Russell 2000 Growth ETF position peaked at $23.8M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Vaughan & Co Securities's 13F filing for Q1 2026, filed 27 Apr 2026.