McClarren Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16M | Buy |
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|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $985K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $260 | Buy |
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|
2024
Q2 | $961K | Sell |
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|
2024
Q1 | $996K | Buy |
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|
2023
Q4 | $946K | Buy |
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|
2023
Q3 | $817K | Sell |
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|
2023
Q2 | $876K | Buy |
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|
2023
Q1 | $826K | Buy |
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|
2022
Q4 | $810K | Buy |
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|
2022
Q3 | $763K | Buy |
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|
2022
Q2 | $242K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $1.1M | Buy |
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