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SPDR DJ Wilshire Mid Cap Value shares owned by McNaughton Wealth Management

Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Value (MDYV) shares owned by McNaughton Wealth Management from 13F filings

Historical chart of McNaughton Wealth Management investment in SPDR DJ Wilshire Mid Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Mid Cap Value held by McNaughton Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Mid Cap Value by McNaughton Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $220k 2.3k 94.85
2020-03-31 $375k 11k 35.29
2019-12-31 $1.1M 20k 54.73

More positions owned by McNaughton Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Futu Ai Tech Etf (ARTY)
Ishares Core Msci Emkt (IEMG)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Mbs Etf (MBB)
Spdr Series Trust ST STR P500GRW (SPYG)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for McNaughton Wealth Management

Top funds holding SPDR DJ Wilshire Mid Cap Value

NorthRock Partners
Wealth Enhancement Advisory Services
Financial Engines Advisors L.L.C
LPL Financial
AE Wealth Management
Honkamp Krueger Financial Services
Lutz Financial Services
Morgan Stanley
Financial Advisory Service
Pacific Life Fund Advisors
Tiaa-cref Individual & Institutional Services
Cetera Investment Advisers
Convergence Financial
Canandaigua National Bank and Trust Company
Equitable Holdings

View all funds holding SPDR DJ Wilshire Mid Cap Value