Mc Naughton Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Mc Naughton Wealth Management, LLC

  • $217 Million
  • Q2 2025

A detailed history of Mc Naughton Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 6,897 shares of IWR stock, worth $650,456. This represents 0.29% of its overall portfolio holdings.

Number of Shares
6,897
Previous 6,940 0.62%
Holding current value
$650,456
Previous $587,000 8.01%
% of portfolio
0.29%
Previous 0.3%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$74.88 - $91.97 $3,219 - $3,954
-43 Reduced 0.62%
6,897 $634,000
Q4 2024

Jan 13, 2025
SELL
$87.25 - $95.52 $6,631 - $7,259
-76 Reduced 1.08%
6,940 $613,000
Q3 2024

Oct 04, 2024
SELL
$79.92 - $88.19 $3,676 - $4,056
-46 Reduced 0.65%
7,016 $618,000
Q2 2024

Jul 12, 2024
SELL
$78.66 - $83.59 $28,160 - $29,925
-358 Reduced 4.82%
7,062 $572,000
Q1 2024

Apr 12, 2024
SELL
$75.37 - $84.09 $18,767 - $20,938
-249 Reduced 3.25%
7,420 $623,000
Q4 2023

Jan 10, 2024
SELL
$64.84 - $78.27 $53,622 - $64,729
-827 Reduced 9.73%
7,669 $596,000
Q3 2023

Oct 05, 2023
BUY
$68.54 - $75.91 $8,841 - $9,792
129 Added 1.54%
8,496 $588,000
Q2 2023

Aug 08, 2023
SELL
$67.49 - $73.03 $1,484 - $1,606
-22 Reduced 0.26%
8,367 $611,000
Q4 2022

Jan 31, 2023
BUY
$62.09 - $71.89 $241,468 - $279,580
3,889 Added 86.42%
8,389 $565,000
Q3 2022

Oct 12, 2022
BUY
$62.15 - $74.82 $20,136 - $24,241
324 Added 7.76%
4,500 $280,000
Q2 2022

Jul 11, 2022
BUY
$62.75 - $78.76 $52,647 - $66,079
839 Added 25.14%
4,176 $270,000
Q4 2020

Feb 26, 2021
BUY
$57.75 - $68.61 $192,711 - $228,951
3,337 New
3,337 $229,000

Others Institutions Holding IWR

# of Institutions
1,565
Shares Held
371M
Call Options Held
151K
Put Options Held
30.8K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Mc Naughton Wealth Management, LLC Portfolio

Follow Mc Naughton Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Naughton Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Naughton Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email