Vaughan David Investments’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Vaughan David Investments’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,864	Closed	-$219K	–	198
2021 Q4	$219K	Buy	+2,864	New	+$212K	0.01%	192
2015 Q2	–	Sell	-11,600	Closed	-$287K	–	158
2015 Q1	$287K	Hold	11,600	–	–	0.02%	139
2014 Q4	$277K	Hold	11,600	–	–	0.02%	142
2014 Q3	$266K	Hold	11,600	–	–	0.02%	135
2014 Q2	$264K	Hold	11,600	–	–	0.02%	140
2014 Q1	$251K	Hold	11,600	–	–	0.02%	137
2013 Q4	$249K	Hold	11,600	–	–	0.02%	136
2013 Q3	$227K	Hold	11,600	–	–	0.02%	141
2013 Q2	$211K	Buy	+11,600	New	+$212K	0.01%	137

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vaughan David Investments's IWF Position: Q1 2022 in Review

Vaughan David Investments sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2022, closing a stake of 2,864 shares — an estimated $219K sold.

Vaughan David Investments first reported a position in IWF in Q2 2013 and held it in 9 quarters. The position peaked at $287K in Q1 2015. 1,662 funds tracked by Wall St. Rank hold IWF as of Q1 2022.

Vaughan David Investments reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2022 after selling out during the quarter.
Vaughan David Investments sold 2,864 iShares Russell 1000 Growth ETF shares in Q1 2022, an estimated $219K.
Vaughan David Investments first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 9 quarters.
Vaughan David Investments's iShares Russell 1000 Growth ETF position peaked at $287K in Q1 2015.
1,662 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2022.

Based on Vaughan David Investments's 13F filing for Q1 2022, filed 9 May 2022.