VAUGHAN & Co SECURITIES, INC. IWO Holdings History
VAUGHAN & Co SECURITIES, INC.'s iShares Russell 2000 Growth ETF Holding Summary
As of 2025-06-30, VAUGHAN & Co SECURITIES, INC. held 72,338.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $20.68 Mil. This investment constitutes 11.86% of their stock portfolio, and VAUGHAN & Co SECURITIES, INC. now holds 0.18% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2019Q4. And since then VAUGHAN & Co SECURITIES, INC. has made 10 purchases of IWO, at an average price of $210.16, for a total of 95,259.00 shares. In addition, there have been 11 sales at an average price of $269.99 for 22,921.00 shares. Based on historical transaction data and IWO's current price of $296.16, VAUGHAN & Co SECURITIES, INC.'s estimated gain on his IWO holdings is $7.59 Mil, reflecting a 37.93% gain to date.
VAUGHAN & Co SECURITIES, INC. IWO ($296.16) Holding Chart
VAUGHAN & Co SECURITIES, INC. IWO ($296.16) 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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