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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,567
Closed -$229K – 50
2020
Q1 		$229K Sell
3,567
-1,263
-26% -$81.1K 0.24% 41
2019
Q4 		$457K Buy
+4,830
New +$457K 0.43% 38