MWM
McNaughton Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
6,897
-43
| -0.6% | -$3.96K | 0.28% | 56 |
|
|
2025
Q1 | $590K | Hold |
6,940
| – | – | 0.29% | 57 |
|
|
2024
Q4 | $613K | Sell |
6,940
-76
| -1% | -$6.72K | 0.3% | 44 |
|
|
2024
Q3 | $618K | Sell |
7,016
-46
| -0.7% | -$4.05K | 0.3% | 45 |
|
|
2024
Q2 | $573K | Sell |
7,062
-358
| -5% | -$29K | 0.3% | 44 |
|
|
2024
Q1 | $624K | Sell |
7,420
-249
| -3% | -$20.9K | 0.35% | 42 |
|
|
2023
Q4 | $596K | Sell |
7,669
-827
| -10% | -$64.3K | 0.35% | 43 |
|
|
2023
Q3 | $588K | Buy |
8,496
+129
| +2% | +$8.93K | 0.39% | 44 |
|
|
2023
Q2 | $611K | Sell |
8,367
-22
| -0.3% | -$1.61K | 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% | +$20.2K | 0.21% | 46 |
|
|
2022
Q2 | $270K | Buy |
4,176
+839
| +25% | +$54.2K | 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 | +$229K | 0.18% | 45 |
|