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
2026 Q1	$1.09M	Sell	3,057 -1,095	-26%	-$408K	0.65%	29
2025 Q4	$1.14M	Buy	4,152 +2,537	+157%	+$940K	0.68%	27
2025 Q3	$1.16M	Sell	1,615 -1,551	-49%	-$546K	0.71%	27
2025 Q2	$1.07M	Buy	3,166 +1,426	+82%	+$448K	0.7%	26
2025 Q1	$1.04M	Buy	+1,740	New	+$563K	0.69%	23
2024 Q4	–	Sell	-1,746	Closed	-$2.42K	–	258
2024 Q3	$2.42K	Sell	1,746 -336	-16%	-$102K	0.3%	28
2024 Q2	$1M	Sell	2,082 -1,694	-45%	-$486K	0.7%	24
2024 Q1	$1.09M	Sell	3,776 -256	-6%	-$70.2K	0.78%	22
2023 Q4	$1.06M	Sell	4,032 -66	-2%	-$16.2K	0.81%	22
2023 Q3	$962K	Sell	4,098 -121	-3%	-$29.6K	0.84%	21
2023 Q2	$1.03M	Buy	4,219 +12	+0.3%	+$2.76K	0.85%	21
2023 Q1	$943K	Buy	4,207 +17	+0.4%	+$3.74K	0.86%	20
2022 Q4	$882K	Buy	4,190 +14	+0.3%	+$2.96K	0.84%	20
2022 Q3	$824K	Buy	4,176 +1,875	+81%	+$411K	0.82%	20
2022 Q2	$477K	Sell	2,301 -1,912	-45%	-$432K	1.53%	18
2022 Q1	$1.05M	Buy	4,213 +4	+0.1%	+$988	0.76%	22
2021 Q4	$1.11M	Sell	4,209 -226	-5%	-$58.2K	0.76%	23
2021 Q3	$1.07M	Sell	4,435 -350	-7%	-$87K	0.84%	19
2021 Q2	$1.16M	Sell	4,785 -889	-16%	-$209K	0.94%	18
2021 Q1	$1.27M	Buy	5,674 +16	+0.3%	+$3.5K	1.13%	17
2020 Q4	$1.2M	Buy	+5,658	New	+$1.13M	1.15%	17