McNaughton Wealth Management
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McNaughton Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

McNaughton Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.1M Buy
148,426
+527
+0.4% +$73.1K 7.38% 3
2026
Q2 		$20.3M Buy
147,899
+166
+0.1% +$21.9K 7.22% 3
2026
Q1 		$16.7M Buy
147,733
+4,365
+3% +$525K 6.91% 2
2025
Q4 		$17.7M Buy
143,368
+1,340
+0.9% +$164K 7.28% 2
2025
Q3 		$17.1M Sell
142,028
-9,391
-6% -$1.08M 7.23% 2
2025
Q2 		$16.7M Sell
151,419
-14,250
-9% -$1.41M 7.43% 2
2025
Q1 		$15.4M Buy
165,669
+145,764
+732% +$14.7M 7.47% 2
2024
Q4 		$2.02M Buy
19,905
+1,300
+7% +$130K 0.97% 27
2024
Q3 		$1.78M Buy
18,605
+1,228
+7% +$113K 0.87% 28
2024
Q2 		$1.61M Buy
17,377
+75
+0.4% +$6.47K 0.85% 27
2024
Q1 		$1.46M Buy
17,302
+293
+2% +$23.5K 0.81% 26
2023
Q4 		$1.28M Sell
17,009
-1,067
-6% -$76K 0.76% 31
2023
Q3 		$1.24M Sell
18,076
-162
-0.9% -$11.5K 0.82% 29
2023
Q2 		$1.29M Sell
18,238
-1,050
-5% -$69.4K 0.82% 30
2023
Q1 		$1.23M Buy
19,288
+374
+2% +$22.9K 0.82% 29
2022
Q4 		$1.11M Buy
18,914
+3,554
+23% +$213K 0.76% 29
2022
Q3 		$889K Buy
15,360
+1,079
+8% +$70.1K 0.65% 29
2022
Q2 		$862K Buy
14,281
+88
+0.6% +$5.82K 0.61% 32
2022
Q1 		$1.08M Buy
14,193
+2,623
+23% +$197K 0.71% 28
2021
Q4 		$925K Buy
11,570
+93
+0.8% +$7.49K 0.6% 29
2021
Q3 		$848K Sell
11,477
-372
-3% -$28.4K 0.6% 28
2021
Q2 		$862K Buy
11,849
+712
+6% +$49.3K 0.6% 28
2021
Q1 		$725K Sell
11,137
-84
-0.7% -$5.43K 0.56% 31
2020
Q4 		$716K Sell
11,221
-147
-1% -$8.91K 0.57% 30
2020
Q3 		$657K Sell
11,368
-1,380
-11% -$78.1K 0.58% 32
2020
Q2 		$661K Sell
12,748
-88
-0.7% -$4.22K 0.61% 32
2020
Q1 		$530K Sell
12,836
-2,980
-19% -$141K 0.57% 29
2019
Q4 		$765K Buy
+15,816
New +$733K 0.71% 32

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

McNaughton Wealth Management's IVW Position: Q3 2026 in Review

McNaughton Wealth Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.36% in Q3 2026, buying an estimated $73.1K and bringing the position to 148,426 shares worth $21.1M. The position accounts for 7.38% of the portfolio, ranked #3.

McNaughton Wealth Management first reported a position in IVW in Q4 2019 and has held it in 28 quarters since. 1,771 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • McNaughton Wealth Management held 148,426 shares of iShares S&P 500 Growth ETF worth $21.1M as of Q3 2026.
  • McNaughton Wealth Management bought 527 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $73.1K.
  • iShares S&P 500 Growth ETF made up 7.38% of McNaughton Wealth Management's portfolio in Q3 2026, its #3 holding.
  • McNaughton Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,771 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.