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Vaughan & Co Securities’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Vaughan & Co Securities’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-566
Closed -$34.4K – 105
2020
Q1 		$34.4K Hold
566
– – 0.04% 96
2019
Q4 		$43.2K Buy
+566
New +$41.5K 0.04% 96

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Vaughan & Co Securities's IWP Position: Q2 2020 in Review

Vaughan & Co Securities sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2020, closing a stake of 566 shares — an estimated $34.4K sold.

Vaughan & Co Securities first reported a position in IWP in Q4 2019 and held it in 2 quarters. The position peaked at $43.2K in Q4 2019. 688 funds tracked by Wall St. Rank hold IWP as of Q2 2020.

  • Vaughan & Co Securities reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 566 iShares Russell Mid-Cap Growth ETF shares in Q2 2020, an estimated $34.4K.
  • Vaughan & Co Securities first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's iShares Russell Mid-Cap Growth ETF position peaked at $43.2K in Q4 2019.
  • 688 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.