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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$452K	Sell	2,325 -43	-2%	-$8.35K	0.09%	59
2025 Q1	$446K	Buy	2,368 +224	+10%	+$42.1K	0.1%	56
2024 Q4	$397K	Sell	2,144 -280	-12%	-$51.8K	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%	-$5.37K	0.09%	46
2023 Q4	$406K	Hold	2,454	–	–	0.09%	45
2023 Q3	$373K	Sell	2,454 -104	-4%	-$15.8K	0.09%	46
2023 Q2	$406K	Buy	2,558 +220	+9%	+$34.9K	0.1%	45
2023 Q1	$356K	Buy	2,338 +94	+4%	+$14.3K	0.09%	51
2022 Q4	$340K	Hold	2,244	–	–	0.09%	50
2022 Q3	$305K	Buy	2,244 +12	+0.5%	+$1.63K	0.09%	51
2022 Q2	$324K	Hold	2,232	–	–	0.09%	47
2022 Q1	$370K	Sell	2,232 -41	-2%	-$6.8K	0.1%	43
2021 Q4	$382K	Sell	2,273 -71	-3%	-$11.9K	0.1%	41
2021 Q3	$367K	Sell	2,344 -171	-7%	-$26.8K	0.1%	40
2021 Q2	$399K	Sell	2,515 -116	-4%	-$18.4K	0.11%	36
2021 Q1	$360K	Sell	2,631 -35	-1%	-$4.79K	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%	-$5.55K	0.1%	35
2019 Q4	$355K	Sell	2,601 -92	-3%	-$12.6K	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%	-$5.55K	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%	-$38.4K	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%	+$9.19K	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%	-$34.8K	0.18%	23
2016 Q1	$328K	Buy	+3,320	New	+$328K	0.2%	22