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Vaughan & Co Securities’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Vaughan & Co Securities’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-50
Closed -$4.21K – 107
2020
Q1 		$4.21K Hold
50
– – 0.01% 149
2019
Q4 		$4.83K Buy
+50
New +$4.57K ﹤0.01% 154

Other funds holding IWY

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Vaughan & Co Securities sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2020, closing a stake of 50 shares — an estimated $4.21K sold.

Vaughan & Co Securities first reported a position in IWY in Q4 2019 and held it in 2 quarters. The position peaked at $4.83K in Q4 2019. 164 funds tracked by Wall St. Rank hold IWY as of Q2 2020.

  • Vaughan & Co Securities reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 50 iShares Russell Top 200 Growth ETF shares in Q2 2020, an estimated $4.21K.
  • Vaughan & Co Securities first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's iShares Russell Top 200 Growth ETF position peaked at $4.83K in Q4 2019.
  • 164 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2020.

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