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Vaughan & Co Securities’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Vaughan & Co Securities’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-596
Closed -$38.2K – 106
2020
Q1 		$38.2K Hold
596
– – 0.05% 92
2019
Q4 		$56.5K Buy
+596
New +$54.4K 0.05% 86

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Vaughan & Co Securities sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2020, closing a stake of 596 shares — an estimated $38.2K sold.

Vaughan & Co Securities first reported a position in IWS in Q4 2019 and held it in 2 quarters. The position peaked at $56.5K in Q4 2019. 541 funds tracked by Wall St. Rank hold IWS as of Q2 2020.

  • Vaughan & Co Securities reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 596 iShares Russell Mid-Cap Value ETF shares in Q2 2020, an estimated $38.2K.
  • Vaughan & Co Securities first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's iShares Russell Mid-Cap Value ETF position peaked at $56.5K in Q4 2019.
  • 541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2020.

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