McClarren Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $406K | Sell |
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|
2025
Q2 | $391K | Buy |
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|
2025
Q1 | $426K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $929 | Buy |
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|
2024
Q2 | $358K | Sell |
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|
2024
Q1 | $385K | Buy |
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|
2023
Q4 | $353K | Buy |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $333K | Buy |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $284K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $323K | Buy |
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|
2021
Q2 | $325K | Sell |
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|
2021
Q1 | $358K | Buy |
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|
2020
Q4 | $321K | Buy |
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