McNaughton Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $655K | Sell |
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|
2025
Q2 | $634K | Sell |
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|
2025
Q1 | $590K | Hold |
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|
2024
Q4 | $613K | Sell |
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|
2024
Q3 | $618K | Sell |
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|
2024
Q2 | $573K | Sell |
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|
2024
Q1 | $624K | Sell |
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|
2023
Q4 | $596K | Sell |
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|
2023
Q3 | $588K | Buy |
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|
2023
Q2 | $611K | Sell |
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|
2023
Q1 | $587K | Hold |
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|
2022
Q4 | $566K | Buy |
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|
2022
Q3 | $280K | Buy |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $260K | Hold |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $261K | Hold |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $247K | Hold |
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|
2020
Q4 | $229K | Buy |
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