McNamara Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
7,387
+99
| +1% | +$33.6K | 0.5% | 18 |
|
|
2025
Q1 | $2.24M | Sell |
7,288
-141
| -2% | -$43.3K | 0.48% | 18 |
|
|
2024
Q4 | $2.39M | Sell |
7,429
-483
| -6% | -$156K | 0.56% | 18 |
|
|
2024
Q3 | $2.49M | Buy |
7,912
+128
| +2% | +$40.2K | 0.49% | 17 |
|
|
2024
Q2 | $2.32M | Buy |
7,784
+333
| +4% | +$99.1K | 0.49% | 17 |
|
|
2024
Q1 | $2.15M | Sell |
7,451
-176
| -2% | -$50.7K | 0.46% | 18 |
|
|
2023
Q4 | $2M | Buy |
7,627
+255
| +3% | +$66.9K | 0.45% | 18 |
|
|
2023
Q3 | $1.73M | Sell |
7,372
-223
| -3% | -$52.4K | 0.43% | 18 |
|
|
2023
Q2 | $1.85M | Sell |
7,595
-318
| -4% | -$77.5K | 0.44% | 18 |
|
|
2023
Q1 | $1.78M | Buy |
7,913
+11
| +0.1% | +$2.48K | 0.44% | 18 |
|
|
2022
Q4 | $1.66M | Buy |
7,902
+306
| +4% | +$64.4K | 0.44% | 19 |
|
|
2022
Q3 | $1.5M | Sell |
7,596
-413
| -5% | -$81.5K | 0.43% | 18 |
|
|
2022
Q2 | $1.66M | Buy |
8,009
+6,731
| +527% | +$1.4M | 0.47% | 17 |
|
|
2022
Q1 | $320K | Sell |
1,278
-139
| -10% | -$34.8K | 0.09% | 47 |
|
|
2021
Q4 | $375K | Sell |
1,417
-16
| -1% | -$4.23K | 0.1% | 44 |
|
|
2021
Q3 | $346K | Sell |
1,433
-5
| -0.3% | -$1.21K | 0.09% | 44 |
|
|
2021
Q2 | $348K | Sell |
1,438
-90
| -6% | -$21.8K | 0.1% | 42 |
|
|
2021
Q1 | $324K | Sell |
1,528
-29
| -2% | -$6.15K | 0.1% | 36 |
|
|
2020
Q4 | $291K | Hold |
1,557
| – | – | 0.1% | 37 |
|
|
2020
Q3 | $291K | Sell |
1,557
-4
| -0.3% | -$748 | 0.1% | 37 |
|
|
2020
Q2 | $268K | Sell |
1,561
-130
| -8% | -$22.3K | 0.1% | 42 |
|
|
2020
Q1 | $239K | Buy |
1,691
+53
| +3% | +$7.49K | 0.1% | 38 |
|
|
2019
Q4 | $292K | Sell |
1,638
-51
| -3% | -$9.09K | 0.11% | 35 |
|
|
2019
Q3 | $275K | Buy |
1,689
+42
| +3% | +$6.84K | 0.11% | 35 |
|
|
2019
Q2 | $259K | Sell |
1,647
-9
| -0.5% | -$1.42K | 0.11% | 36 |
|
|
2019
Q1 | $230K | Hold |
1,656
| – | – | 0.11% | 38 |
|
|
2018
Q4 | $268K | Hold |
1,656
| – | – | 0.11% | 36 |
|
|
2018
Q3 | $268K | Sell |
1,656
-13
| -0.8% | -$2.1K | 0.11% | 37 |
|
|
2018
Q2 | $254K | Buy |
1,669
+12
| +0.7% | +$1.83K | 0.11% | 37 |
|
|
2018
Q1 | $243K | Sell |
1,657
-56
| -3% | -$8.21K | 0.11% | 34 |
|
|
2017
Q4 | $255K | Sell |
1,713
-48
| -3% | -$7.15K | 0.12% | 35 |
|
|
2017
Q3 | $246K | Sell |
1,761
-89
| -5% | -$12.4K | 0.12% | 28 |
|
|
2017
Q2 | $250K | Sell |
1,850
-132
| -7% | -$17.8K | 0.13% | 27 |
|
|
2017
Q1 | $260K | Buy |
1,982
+42
| +2% | +$5.51K | 0.14% | 27 |
|
|
2016
Q4 | $241K | Sell |
1,940
-75
| -4% | -$9.32K | 0.13% | 29 |
|
|
2016
Q3 | $243K | Sell |
2,015
-17
| -0.8% | -$2.05K | 0.14% | 26 |
|
|
2016
Q2 | $238K | Buy |
2,032
+6
| +0.3% | +$703 | 0.14% | 28 |
|
|
2016
Q1 | $231K | Buy |
+2,026
| New | +$231K | 0.14% | 29 |
|