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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$394K	Hold	1,000	–	–	0.01%	194
2026 Q1	$314K	Hold	1,000	–	–	0.01%	196
2025 Q4	$323K	Hold	1,000	–	–	0.01%	193
2025 Q3	$320K	Hold	1,000	–	–	0.01%	189
2025 Q2	$286K	Sell	1,000 -195	-16%	-$51.3K	0.01%	198
2025 Q1	$305K	Hold	1,195	–	–	0.01%	180
2024 Q4	$344K	Hold	1,195	–	–	0.01%	175
2024 Q3	$339K	Hold	1,195	–	–	0.01%	177
2024 Q2	$314K	Hold	1,195	–	–	0.01%	177
2024 Q1	$324K	Sell	1,195 -25	-2%	-$6.39K	0.01%	182
2023 Q4	$308K	Buy	1,220 +192	+19%	+$43.3K	0.01%	172
2023 Q3	$230K	Buy	1,028 +28	+3%	+$6.7K	0.01%	183
2023 Q2	$243K	Hold	1,000	–	–	0.01%	183
2023 Q1	$227K	Hold	1,000	–	–	0.01%	187
2022 Q4	$215K	Hold	1,000	–	–	0.01%	191
2022 Q3	$207K	Hold	1,000	–	–	0.01%	187
2022 Q2	$206K	Buy	+1,000	New	+$223K	0.01%	183
2018 Q2	–	Sell	-1,691	Closed	-$322K	–	182
2018 Q1	$322K	Hold	1,691	–	–	0.02%	158
2017 Q4	$316K	Buy	+1,691	New	+$309K	0.01%	154

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Vaughan David Investments held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 1,000 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #194.

Vaughan David Investments first reported a position in IWO in Q4 2017 and has held it in 19 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Vaughan David Investments held 1,000 shares of iShares Russell 2000 Growth ETF worth $394K as of Q2 2026.
Vaughan David Investments left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #194 holding.
Vaughan David Investments first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 19 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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