McClarren Financial Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16M | Sell |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.42K | Sell |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $962K | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $943K | Buy |
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|
2022
Q4 | $882K | Buy |
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|
2022
Q3 | $824K | Buy |
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|
2022
Q2 | $477K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.16M | Sell |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $1.2M | Buy |
|