McNaughton Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+1,457
| New | +$202K | 0.09% | 73 |
|
|
2024
Q2 | – | Sell |
-1,761
| Closed | -$201K | – | 54 |
|
|
2024
Q1 | $201K | Buy |
+1,761
| New | +$201K | 0.11% | 53 |
|
|
2023
Q4 | – | Sell |
-2,455
| Closed | -$224K | – | 52 |
|
|
2023
Q3 | $224K | Sell |
2,455
-44
| -2% | -$4.02K | 0.15% | 50 |
|
|
2023
Q2 | $241K | Sell |
2,499
-187
| -7% | -$18.1K | 0.15% | 55 |
|
|
2023
Q1 | $245K | Hold |
2,686
| – | – | 0.16% | 51 |
|
|
2022
Q4 | $225K | Sell |
2,686
-793
| -23% | -$66.3K | 0.15% | 53 |
|
|
2022
Q3 | $273K | Sell |
3,479
-332
| -9% | -$26.1K | 0.2% | 47 |
|
|
2022
Q2 | $302K | Sell |
3,811
-330
| -8% | -$26.2K | 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% | -$44K | 0.32% | 34 |
|
|
2020
Q4 | $469K | Sell |
4,572
-154
| -3% | -$15.8K | 0.38% | 36 |
|
|
2020
Q3 | $408K | Sell |
4,726
-618
| -12% | -$53.4K | 0.36% | 38 |
|
|
2020
Q2 | $422K | Sell |
5,344
-6,692
| -56% | -$528K | 0.39% | 37 |
|
|
2020
Q1 | $732K | Sell |
12,036
-9,404
| -44% | -$572K | 0.78% | 27 |
|
|
2019
Q4 | $1.63M | Buy |
+21,440
| New | +$1.63M | 1.52% | 19 |
|