Vaughan David Investments’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$301K	Buy	1,003 +149	+17%	+$41.9K	0.01%	210
2026 Q1	$212K	Buy	+854	New	+$220K	﹤0.01%	227
2018 Q2	–	Sell	-2,401	Closed	-$365K	–	180
2018 Q1	$365K	Hold	2,401	–	–	0.02%	149
2017 Q4	$366K	Buy	+2,401	New	+$361K	0.02%	146
2015 Q2	–	Sell	-1,677	Closed	-$209K	–	159
2015 Q1	$209K	Hold	1,677	–	–	0.01%	151
2014 Q4	$201K	Buy	+1,677	New	+$192K	0.01%	152
2014 Q3	–	Sell	-1,698	Closed	-$202K	–	151
2014 Q2	$202K	Sell	1,698 -412	-20%	-$46.8K	0.01%	150
2014 Q1	$245K	Hold	2,110	–	–	0.02%	140
2013 Q4	$243K	Hold	2,110	–	–	0.02%	138
2013 Q3	$225K	Hold	2,110	–	–	0.02%	142
2013 Q2	$205K	Buy	+2,110	New	+$202K	0.01%	139

Other funds holding IWM

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vaughan David Investments's IWM Position: Q2 2026 in Review

Vaughan David Investments increased its iShares Russell 2000 ETF (IWM) stake by 17% in Q2 2026, buying an estimated $41.9K and bringing the position to 1,003 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #210.

Vaughan David Investments first reported a position in IWM in Q2 2013 and has held it in 11 quarters since. The position peaked at $366K in Q4 2017. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Vaughan David Investments held 1,003 shares of iShares Russell 2000 ETF worth $301K as of Q2 2026.
Vaughan David Investments bought 149 iShares Russell 2000 ETF shares in Q2 2026, an estimated $41.9K.
iShares Russell 2000 ETF made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #210 holding.
Vaughan David Investments first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 11 quarters since.
Vaughan David Investments's iShares Russell 2000 ETF position peaked at $366K in Q4 2017.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.