MFA
McClarren Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
4,805
-217
| -4% | -$46.8K | 0.67% | 27 |
|
|
2025
Q1 | $985K | Buy |
+5,022
| New | +$985K | 0.65% | 28 |
|
|
2024
Q4 | – | Sell |
-4,685
| Closed | -$260 | – | 260 |
|
|
2024
Q3 | $260 | Buy |
4,685
+1,845
| +65% | +$102 | 0.03% | 66 |
|
|
2024
Q2 | $961K | Sell |
2,840
-1,892
| -40% | -$640K | 0.67% | 25 |
|
|
2024
Q1 | $996K | Buy |
4,732
+19
| +0.4% | +$4K | 0.72% | 25 |
|
|
2023
Q4 | $946K | Buy |
4,713
+74
| +2% | +$14.9K | 0.72% | 25 |
|
|
2023
Q3 | $817K | Sell |
4,639
-40
| -0.9% | -$7.05K | 0.71% | 24 |
|
|
2023
Q2 | $876K | Buy |
4,679
+16
| +0.3% | +$3K | 0.72% | 24 |
|
|
2023
Q1 | $826K | Buy |
4,663
+13
| +0.3% | +$2.3K | 0.75% | 22 |
|
|
2022
Q4 | $810K | Buy |
4,650
+19
| +0.4% | +$3.31K | 0.77% | 21 |
|
|
2022
Q3 | $763K | Buy |
4,631
+3,201
| +224% | +$527K | 0.76% | 21 |
|
|
2022
Q2 | $242K | Sell |
1,430
-3,625
| -72% | -$613K | 0.77% | 25 |
|
|
2022
Q1 | $1.04M | Sell |
5,055
-63
| -1% | -$12.9K | 0.75% | 23 |
|
|
2021
Q4 | $1.14M | Sell |
5,118
-351
| -6% | -$78K | 0.78% | 22 |
|
|
2021
Q3 | $1.2M | Buy |
5,469
+27
| +0.5% | +$5.91K | 0.93% | 17 |
|
|
2021
Q2 | $1.25M | Sell |
5,442
-166
| -3% | -$38K | 1.01% | 17 |
|
|
2021
Q1 | $1.24M | Buy |
5,608
+11
| +0.2% | +$2.43K | 1.11% | 18 |
|
|
2020
Q4 | $1.1M | Buy |
+5,597
| New | +$1.1M | 1.05% | 18 |
|