McNaughton Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,457	Closed	-$207K	–	74
2025 Q3	$207K	Hold	1,457	–	–	0.09%	74
2025 Q2	$202K	Buy	+1,457	New	+$184K	0.09%	73
2024 Q2	–	Sell	-1,761	Closed	-$201K	–	54
2024 Q1	$201K	Buy	+1,761	New	+$191K	0.11%	53
2023 Q4	–	Sell	-2,455	Closed	-$224K	–	52
2023 Q3	$224K	Sell	2,455 -44	-2%	-$4.21K	0.15%	50
2023 Q2	$241K	Sell	2,499 -187	-7%	-$17K	0.15%	55
2023 Q1	$245K	Hold	2,686	–	–	0.16%	51
2022 Q4	$225K	Sell	2,686 -793	-23%	-$66.7K	0.15%	53
2022 Q3	$273K	Sell	3,479 -332	-9%	-$28.6K	0.2%	47
2022 Q2	$302K	Sell	3,811 -330	-8%	-$28.7K	0.21%	46
2022 Q1	$416K	Hold	4,141	–	–	0.27%	41
2021 Q4	$441K	Hold	4,141	–	–	0.29%	38
2021 Q3	$464K	Hold	4,141	–	–	0.33%	33
2021 Q2	$469K	Hold	4,141	–	–	0.33%	35
2021 Q1	$423K	Sell	4,141 -431	-9%	-$45.1K	0.32%	34
2020 Q4	$469K	Sell	4,572 -154	-3%	-$14.7K	0.38%	36
2020 Q3	$408K	Sell	4,726 -618	-12%	-$52.2K	0.36%	38
2020 Q2	$422K	Sell	5,344 -6,692	-56%	-$485K	0.39%	37
2020 Q1	$732K	Sell	12,036 -9,404	-44%	-$685K	0.78%	27
2019 Q4	$1.63M	Buy	+21,440	New	+$1.57M	1.52%	19

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

McNaughton Wealth Management's IWP Position: Q4 2025 in Review

McNaughton Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 1,457 shares — an estimated $207K sold.

McNaughton Wealth Management first reported a position in IWP in Q4 2019 and held it in 19 quarters. The position peaked at $1.63M in Q4 2019. 1,230 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

McNaughton Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
McNaughton Wealth Management sold 1,457 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $207K.
McNaughton Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 19 quarters.
McNaughton Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $1.63M in Q4 2019.
1,230 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on McNaughton Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.