McNaughton Wealth Management’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

McNaughton Wealth Management’s Portfolio IDLV Stock Details IDLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$470K	Hold	13,624	–	–	0.17%	62
2026 Q1	$469K	Hold	13,624	–	–	0.19%	61
2025 Q4	$462K	Sell	13,624 -1,912	-12%	-$64.2K	0.19%	61
2025 Q3	$520K	Hold	15,536	–	–	0.22%	61
2025 Q2	$515K	Sell	15,536 -179	-1%	-$5.73K	0.23%	58
2025 Q1	$477K	Buy	15,715 +407	+3%	+$11.9K	0.23%	60
2024 Q4	$426K	Hold	15,308	–	–	0.21%	48
2024 Q3	$466K	Buy	15,308 +1,190	+8%	+$34.6K	0.23%	46
2024 Q2	$385K	Buy	14,118 +513	+4%	+$14.2K	0.2%	48
2024 Q1	$382K	Sell	13,605 -5,701	-30%	-$159K	0.21%	47
2023 Q4	$544K	Sell	19,306 -8,232	-30%	-$219K	0.32%	44
2023 Q3	$719K	Buy	27,538 +2,719	+11%	+$73.8K	0.48%	40
2023 Q2	$679K	Sell	24,819 -5,542	-18%	-$154K	0.43%	47
2023 Q1	$831K	Hold	30,361	–	–	0.55%	33
2022 Q4	$813K	Buy	30,361 +829	+3%	+$21.4K	0.56%	31
2022 Q3	$728K	Sell	29,532 -837	-3%	-$23K	0.53%	32
2022 Q2	$838K	Buy	30,369 +5,839	+24%	+$173K	0.59%	33
2022 Q1	$764K	Buy	24,530 +28	+0.1%	+$871	0.5%	32
2021 Q4	$780K	Buy	+24,502	New	+$771K	0.51%	31
2021 Q3	–	Sell	-27,302	Closed	-$844K	–	48
2021 Q2	$844K	Sell	27,302 -932	-3%	-$28.9K	0.59%	29
2021 Q1	$858K	Buy	28,234 +37	+0.1%	+$1.12K	0.66%	28
2020 Q4	$846K	Sell	28,197 -875	-3%	-$25.5K	0.68%	28
2020 Q3	$827K	Buy	29,072 +6,229	+27%	+$177K	0.72%	30
2020 Q2	$630K	Buy	+22,843	New	+$620K	0.58%	33

Other funds holding IDLV

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

CWMS

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

McNaughton Wealth Management's IDLV Position: Q2 2026 in Review

McNaughton Wealth Management held its Invesco S&P International Developed Low Volatility ETF (IDLV) position steady in Q2 2026 at 13,624 shares worth $470K. The position accounts for 0.17% of the portfolio, ranked #62.

McNaughton Wealth Management first reported a position in IDLV in Q2 2020 and has held it in 24 quarters since. The position peaked at $858K in Q1 2021. 31 funds tracked by Wall St. Rank hold IDLV as of Q2 2026.

McNaughton Wealth Management held 13,624 shares of Invesco S&P International Developed Low Volatility ETF worth $470K as of Q2 2026.
McNaughton Wealth Management left its Invesco S&P International Developed Low Volatility ETF share count unchanged in Q2 2026.
Invesco S&P International Developed Low Volatility ETF made up 0.17% of McNaughton Wealth Management's portfolio in Q2 2026, its #62 holding.
McNaughton Wealth Management first reported a position in Invesco S&P International Developed Low Volatility ETF in Q2 2020 and has held it in 24 quarters since.
McNaughton Wealth Management's Invesco S&P International Developed Low Volatility ETF position peaked at $858K in Q1 2021.
31 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.