MWM
IWS icon

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

McNaughton Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,567
Closed -$229K – 50
2020
Q1 		$229K Sell
3,567
-1,263
-26% -$108K 0.24% 41
2019
Q4 		$457K Buy
+4,830
New +$441K 0.43% 38

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

McNaughton Wealth Management's IWS Position: Q2 2020 in Review

McNaughton Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2020, closing a stake of 3,567 shares — an estimated $229K sold.

McNaughton Wealth Management first reported a position in IWS in Q4 2019 and held it in 2 quarters. The position peaked at $457K in Q4 2019. 541 funds tracked by Wall St. Rank hold IWS as of Q2 2020.

  • McNaughton Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • McNaughton Wealth Management sold 3,567 iShares Russell Mid-Cap Value ETF shares in Q2 2020, an estimated $229K.
  • McNaughton Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and held it in 2 quarters.
  • McNaughton Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $457K in Q4 2019.
  • 541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2020.

Based on McNaughton Wealth Management's 13F filing for Q2 2020, filed 20 Jul 2020.