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

McNamara Financial Services’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$544K Hold
2,246
– – 0.09% 64
2026
Q1 		$480K Sell
2,246
-115
-5% -$25.2K 0.09% 66
2025
Q4 		$497K Buy
2,361
+61
+3% +$12.6K 0.09% 65
2025
Q3 		$468K Sell
2,300
-25
-1% -$4.97K 0.09% 61
2025
Q2 		$452K Sell
2,325
-43
-2% -$7.96K 0.09% 59
2025
Q1 		$446K Buy
2,368
+224
+10% +$42.7K 0.1% 56
2024
Q4 		$397K Sell
2,144
-280
-12% -$53.7K 0.09% 46
2024
Q3 		$460K Hold
2,424
– – 0.09% 53
2024
Q2 		$423K Hold
2,424
– – 0.09% 46
2024
Q1 		$434K Sell
2,424
-30
-1% -$5.08K 0.09% 46
2023
Q4 		$406K Hold
2,454
– – 0.09% 45
2023
Q3 		$373K Sell
2,454
-104
-4% -$16.5K 0.09% 46
2023
Q2 		$406K Buy
2,558
+220
+9% +$33.6K 0.1% 45
2023
Q1 		$356K Buy
2,338
+94
+4% +$14.5K 0.09% 51
2022
Q4 		$340K Hold
2,244
– – 0.09% 50
2022
Q3 		$305K Buy
2,244
+12
+0.5% +$1.8K 0.09% 51
2022
Q2 		$324K Hold
2,232
– – 0.09% 47
2022
Q1 		$370K Sell
2,232
-41
-2% -$6.73K 0.1% 43
2021
Q4 		$382K Sell
2,273
-71
-3% -$11.6K 0.1% 41
2021
Q3 		$367K Sell
2,344
-171
-7% -$27.4K 0.1% 40
2021
Q2 		$399K Sell
2,515
-116
-4% -$18.4K 0.11% 36
2021
Q1 		$360K Sell
2,631
-35
-1% -$5.06K 0.11% 35
2020
Q4 		$315K Hold
2,666
– – 0.11% 34
2020
Q3 		$315K Buy
2,666
+121
+5% +$14.3K 0.11% 34
2020
Q2 		$287K Hold
2,545
– – 0.1% 38
2020
Q1 		$252K Sell
2,545
-56
-2% -$6.98K 0.1% 35
2019
Q4 		$355K Sell
2,601
-92
-3% -$12.1K 0.13% 32
2019
Q3 		$343K Hold
2,693
– – 0.14% 32
2019
Q2 		$333K Hold
2,693
– – 0.14% 32
2019
Q1 		$299K Sell
2,693
-50
-2% -$6.01K 0.14% 33
2018
Q4 		$347K Hold
2,743
– – 0.15% 33
2018
Q3 		$347K Hold
2,743
– – 0.15% 33
2018
Q2 		$333K Hold
2,743
– – 0.15% 31
2018
Q1 		$329K Sell
2,743
-320
-10% -$39.9K 0.15% 28
2017
Q4 		$381K Hold
3,063
– – 0.18% 27
2017
Q3 		$363K Hold
3,063
– – 0.17% 23
2017
Q2 		$357K Hold
3,063
– – 0.18% 22
2017
Q1 		$352K Buy
3,063
+80
+3% +$9.17K 0.18% 23
2016
Q4 		$334K Hold
2,983
– – 0.18% 24
2016
Q3 		$315K Hold
2,983
– – 0.18% 21
2016
Q2 		$308K Sell
2,983
-337
-10% -$34K 0.18% 23
2016
Q1 		$328K Buy
+3,320
New +$311K 0.2% 22

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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

McNamara Financial Services held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,246 shares worth $544K. The position accounts for 0.09% of the portfolio, ranked #64.

McNamara Financial Services first reported a position in IWD in Q1 2016 and has held it in 42 quarters since. 526 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • McNamara Financial Services held 2,246 shares of iShares Russell 1000 Value ETF worth $544K as of Q2 2026.
  • McNamara Financial Services left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.09% of McNamara Financial Services's portfolio in Q2 2026, its #64 holding.
  • McNamara Financial Services first reported a position in iShares Russell 1000 Value ETF in Q1 2016 and has held it in 42 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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