MFS
IWB icon

McNamara Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

McNamara Financial Services’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.78M Buy
6,785
+35
+0.5% +$13.9K 0.48% 22
2026
Q1 		$2.41M Sell
6,750
-43
-0.6% -$16K 0.46% 24
2025
Q4 		$2.54M Sell
6,793
-533
-7% -$197K 0.48% 24
2025
Q3 		$2.68M Sell
7,326
-61
-0.8% -$21.5K 0.5% 20
2025
Q2 		$2.51M Buy
7,387
+99
+1% +$31.1K 0.5% 18
2025
Q1 		$2.24M Sell
7,288
-141
-2% -$45.6K 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% +$38.8K 0.49% 17
2024
Q2 		$2.32M Buy
7,784
+333
+4% +$95.6K 0.49% 17
2024
Q1 		$2.15M Sell
7,451
-176
-2% -$48.2K 0.46% 18
2023
Q4 		$2M Buy
7,627
+255
+3% +$62.4K 0.45% 18
2023
Q3 		$1.73M Sell
7,372
-223
-3% -$54.6K 0.43% 18
2023
Q2 		$1.85M Sell
7,595
-318
-4% -$73.2K 0.44% 18
2023
Q1 		$1.78M Buy
7,913
+11
+0.1% +$2.42K 0.44% 18
2022
Q4 		$1.66M Buy
7,902
+306
+4% +$64.8K 0.44% 19
2022
Q3 		$1.5M Sell
7,596
-413
-5% -$90.6K 0.43% 18
2022
Q2 		$1.66M Buy
8,009
+6,731
+527% +$1.52M 0.47% 17
2022
Q1 		$320K Sell
1,278
-139
-10% -$34.3K 0.09% 47
2021
Q4 		$375K Sell
1,417
-16
-1% -$4.12K 0.1% 44
2021
Q3 		$346K Sell
1,433
-5
-0.3% -$1.24K 0.09% 44
2021
Q2 		$348K Sell
1,438
-90
-6% -$21.2K 0.1% 42
2021
Q1 		$324K Sell
1,528
-29
-2% -$6.35K 0.1% 36
2020
Q4 		$291K Hold
1,557
– – 0.1% 37
2020
Q3 		$291K Sell
1,557
-4
-0.3% -$739 0.1% 37
2020
Q2 		$268K Sell
1,561
-130
-8% -$21K 0.1% 42
2020
Q1 		$239K Buy
1,691
+53
+3% +$8.96K 0.1% 38
2019
Q4 		$292K Sell
1,638
-51
-3% -$8.7K 0.11% 35
2019
Q3 		$275K Buy
1,689
+42
+3% +$6.89K 0.11% 35
2019
Q2 		$259K Sell
1,647
-9
-0.5% -$1.44K 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% -$2.06K 0.11% 37
2018
Q2 		$254K Buy
1,669
+12
+0.7% +$1.81K 0.11% 37
2018
Q1 		$243K Sell
1,657
-56
-3% -$8.51K 0.11% 34
2017
Q4 		$255K Sell
1,713
-48
-3% -$6.95K 0.12% 35
2017
Q3 		$246K Sell
1,761
-89
-5% -$12.2K 0.12% 28
2017
Q2 		$250K Sell
1,850
-132
-7% -$17.6K 0.13% 27
2017
Q1 		$260K Buy
1,982
+42
+2% +$5.44K 0.14% 27
2016
Q4 		$241K Sell
1,940
-75
-4% -$9.12K 0.13% 29
2016
Q3 		$243K Sell
2,015
-17
-0.8% -$2.04K 0.14% 26
2016
Q2 		$238K Buy
2,032
+6
+0.3% +$692 0.14% 28
2016
Q1 		$231K Buy
+2,026
New +$219K 0.14% 29

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

McNamara Financial Services's IWB Position: Q2 2026 in Review

McNamara Financial Services increased its iShares Russell 1000 ETF (IWB) stake by 0.52% in Q2 2026, buying an estimated $13.9K and bringing the position to 6,785 shares worth $2.78M. The position accounts for 0.48% of the portfolio, ranked #22.

McNamara Financial Services first reported a position in IWB in Q1 2016 and has held it in 42 quarters since. 387 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • McNamara Financial Services held 6,785 shares of iShares Russell 1000 ETF worth $2.78M as of Q2 2026.
  • McNamara Financial Services bought 35 iShares Russell 1000 ETF shares in Q2 2026, an estimated $13.9K.
  • iShares Russell 1000 ETF made up 0.48% of McNamara Financial Services's portfolio in Q2 2026, its #22 holding.
  • McNamara Financial Services first reported a position in iShares Russell 1000 ETF in Q1 2016 and has held it in 42 quarters since.
  • 387 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.