MFA
McClarren Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
3,166
+1,426
| +82% | +$484K | 0.7% | 26 |
|
|
2025
Q1 | $1.04M | Buy |
+1,740
| New | +$1.04M | 0.69% | 23 |
|
|
2024
Q4 | – | Sell |
-1,746
| Closed | -$2.42K | – | 258 |
|
|
2024
Q3 | $2.42K | Sell |
1,746
-336
| -16% | -$465 | 0.3% | 28 |
|
|
2024
Q2 | $1M | Sell |
2,082
-1,694
| -45% | -$816K | 0.7% | 24 |
|
|
2024
Q1 | $1.09M | Sell |
3,776
-256
| -6% | -$73.8K | 0.78% | 22 |
|
|
2023
Q4 | $1.06M | Sell |
4,032
-66
| -2% | -$17.3K | 0.81% | 22 |
|
|
2023
Q3 | $962K | Sell |
4,098
-121
| -3% | -$28.4K | 0.84% | 21 |
|
|
2023
Q2 | $1.03M | Buy |
4,219
+12
| +0.3% | +$2.92K | 0.85% | 21 |
|
|
2023
Q1 | $943K | Buy |
4,207
+17
| +0.4% | +$3.81K | 0.86% | 20 |
|
|
2022
Q4 | $882K | Buy |
4,190
+14
| +0.3% | +$2.95K | 0.84% | 20 |
|
|
2022
Q3 | $824K | Buy |
4,176
+1,875
| +81% | +$370K | 0.82% | 20 |
|
|
2022
Q2 | $477K | Sell |
2,301
-1,912
| -45% | -$396K | 1.53% | 18 |
|
|
2022
Q1 | $1.05M | Buy |
4,213
+4
| +0.1% | +$1K | 0.76% | 22 |
|
|
2021
Q4 | $1.11M | Sell |
4,209
-226
| -5% | -$59.7K | 0.76% | 23 |
|
|
2021
Q3 | $1.07M | Sell |
4,435
-350
| -7% | -$84.6K | 0.84% | 19 |
|
|
2021
Q2 | $1.16M | Sell |
4,785
-889
| -16% | -$215K | 0.94% | 18 |
|
|
2021
Q1 | $1.27M | Buy |
5,674
+16
| +0.3% | +$3.58K | 1.13% | 17 |
|
|
2020
Q4 | $1.2M | Buy |
+5,658
| New | +$1.2M | 1.15% | 17 |
|