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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return