Number of Shares
53,176.00
Current Holdings Value*
$22.58 Mil
% of Portfolio
12.95%
Total Estimate Gain
$15.81 Mil
% of Total Estimate Gain
115.22%

VAUGHAN & Co SECURITIES, INC.'s iShares Russell 1000 Growth ETF Holding Summary

As of 2025-06-30, VAUGHAN & Co SECURITIES, INC. held 53,176.00 shares of iShares Russell 1000 Growth ETF(IWF), totaling $22.58 Mil. This investment constitutes 12.95% of their stock portfolio, and VAUGHAN & Co SECURITIES, INC. now holds 0.02% of the outstanding iShares Russell 1000 Growth ETF(IWF) stock.

The initial trade took place in 2019Q4. And since then VAUGHAN & Co SECURITIES, INC. has made 7 purchases of IWF, at an average price of $178.64, for a total of 76,801.00 shares. In addition, there have been 14 sales at an average price of $272.01 for 23,625.00 shares. Based on historical transaction data and IWF's current price of $434.43, VAUGHAN & Co SECURITIES, INC.'s estimated gain on his IWF holdings is $15.81 Mil, reflecting a 115.22% gain to date.

VAUGHAN & Co SECURITIES, INC. IWF ($434.43) Holding Chart

VAUGHAN & Co SECURITIES, INC. IWF ($434.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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