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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$717K	Hold	6,500	–	–	0.25%	58
2026 Q1	$632K	Hold	6,500	–	–	0.26%	58
2025 Q4	$626K	Sell	6,500 -279	-4%	-$26.8K	0.26%	55
2025 Q3	$655K	Sell	6,779 -118	-2%	-$11.2K	0.28%	56
2025 Q2	$634K	Sell	6,897 -43	-0.6%	-$3.71K	0.28%	56
2025 Q1	$590K	Hold	6,940	–	–	0.29%	57
2024 Q4	$613K	Sell	6,940 -76	-1%	-$6.9K	0.3%	44
2024 Q3	$618K	Sell	7,016 -46	-0.7%	-$3.88K	0.3%	45
2024 Q2	$573K	Sell	7,062 -358	-5%	-$29.1K	0.3%	44
2024 Q1	$624K	Sell	7,420 -249	-3%	-$19.7K	0.35%	42
2023 Q4	$596K	Sell	7,669 -827	-10%	-$58.8K	0.35%	43
2023 Q3	$588K	Buy	8,496 +129	+2%	+$9.41K	0.39%	44
2023 Q2	$611K	Sell	8,367 -22	-0.3%	-$1.53K	0.39%	49
2023 Q1	$587K	Hold	8,389	–	–	0.39%	44
2022 Q4	$566K	Buy	8,389 +3,889	+86%	+$262K	0.39%	39
2022 Q3	$280K	Buy	4,500 +324	+8%	+$22.3K	0.21%	46
2022 Q2	$270K	Buy	4,176 +839	+25%	+$59.7K	0.19%	48
2022 Q1	$260K	Hold	3,337	–	–	0.17%	47
2021 Q4	$269K	Hold	3,337	–	–	0.17%	47
2021 Q3	$261K	Hold	3,337	–	–	0.18%	45
2021 Q2	$264K	Hold	3,337	–	–	0.19%	47
2021 Q1	$247K	Hold	3,337	–	–	0.19%	46
2020 Q4	$229K	Buy	+3,337	New	+$213K	0.18%	45

Other funds holding IWR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

McNaughton Wealth Management's IWR Position: Q2 2026 in Review

McNaughton Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 6,500 shares worth $717K. The position accounts for 0.25% of the portfolio, ranked #58.

McNaughton Wealth Management first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. 760 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

McNaughton Wealth Management held 6,500 shares of iShares Russell Mid-Cap ETF worth $717K as of Q2 2026.
McNaughton Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.25% of McNaughton Wealth Management's portfolio in Q2 2026, its #58 holding.
McNaughton Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
760 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.