McClarren Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.95M | Sell |
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|
2025
Q2 | $3.7M | Buy |
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|
2025
Q1 | $3.34M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.43K | Buy |
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|
2024
Q2 | $3.3M | Sell |
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|
2024
Q1 | $3.21M | Buy |
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|
2023
Q4 | $2.92M | Buy |
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|
2023
Q3 | $2.6M | Sell |
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|
2023
Q2 | $2.7M | Buy |
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|
2023
Q1 | $2.49M | Buy |
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|
2022
Q4 | $2.33M | Sell |
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|
2022
Q3 | $2.23M | Buy |
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|
2022
Q2 | $1.97M | Sell |
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|
2022
Q1 | $2.82M | Buy |
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|
2021
Q4 | $2.98M | Buy |
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|
2021
Q3 | $2.73M | Buy |
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|
2021
Q2 | $2.73M | Sell |
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|
2021
Q1 | $2.57M | Sell |
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|
2020
Q4 | $2.45M | Buy |
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