MFA
McClarren Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Buy |
10,544
+3,411
| +48% | +$1.2M | 2.41% | 13 |
|
|
2025
Q1 | $3.34M | Buy |
+7,133
| New | +$3.34M | 2.21% | 13 |
|
|
2024
Q4 | – | Sell |
-7,150
| Closed | -$1.43K | – | 263 |
|
|
2024
Q3 | $1.43K | Buy |
7,150
+4,990
| +231% | +$1K | 0.18% | 34 |
|
|
2024
Q2 | $3.3M | Sell |
2,160
-8,527
| -80% | -$13M | 2.31% | 12 |
|
|
2024
Q1 | $3.21M | Buy |
10,687
+27
| +0.3% | +$8.1K | 2.3% | 10 |
|
|
2023
Q4 | $2.92M | Buy |
10,660
+65
| +0.6% | +$17.8K | 2.22% | 10 |
|
|
2023
Q3 | $2.6M | Sell |
10,595
-26
| -0.2% | -$6.37K | 2.26% | 11 |
|
|
2023
Q2 | $2.7M | Buy |
10,621
+31
| +0.3% | +$7.89K | 2.24% | 10 |
|
|
2023
Q1 | $2.49M | Buy |
10,590
+38
| +0.4% | +$8.94K | 2.26% | 10 |
|
|
2022
Q4 | $2.33M | Sell |
10,552
-223
| -2% | -$49.2K | 2.21% | 10 |
|
|
2022
Q3 | $2.23M | Buy |
10,775
+1,709
| +19% | +$354K | 2.22% | 11 |
|
|
2022
Q2 | $1.97M | Sell |
9,066
-1,698
| -16% | -$369K | 6.31% | 6 |
|
|
2022
Q1 | $2.82M | Buy |
10,764
+27
| +0.3% | +$7.08K | 2.04% | 11 |
|
|
2021
Q4 | $2.98M | Buy |
10,737
+36
| +0.3% | +$9.99K | 2.03% | 11 |
|
|
2021
Q3 | $2.73M | Buy |
10,701
+36
| +0.3% | +$9.17K | 2.12% | 9 |
|
|
2021
Q2 | $2.73M | Sell |
10,665
-184
| -2% | -$47.1K | 2.21% | 9 |
|
|
2021
Q1 | $2.57M | Sell |
10,849
-265
| -2% | -$62.9K | 2.3% | 10 |
|
|
2020
Q4 | $2.45M | Buy |
+11,114
| New | +$2.45M | 2.35% | 10 |
|