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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$207K Hold
2025
Q2
$202K Buy
2024
Q2
Sell
2024
Q1
$201K Buy
2023
Q4
Sell
2023
Q3
$224K Sell
2023
Q2
$241K Sell
2023
Q1
$245K Hold
2022
Q4
$225K Sell
2022
Q3
$273K Sell
2022
Q2
$302K Sell
2022
Q1
$416K Hold
2021
Q4
$441K Hold
2021
Q3
$464K Hold
2021
Q2
$469K Hold
2021
Q1
$423K Sell
2020
Q4
$469K Sell
2020
Q3
$408K Sell
2020
Q2
$422K Sell
2020
Q1
$732K Sell
2019
Q4
$1.63M Buy