McNamara Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
|
|||||
|
2025
Q1 | $446K | Buy |
|
|||||
|
2024
Q4 | $397K | Sell |
|
|||||
|
2024
Q3 | $460K | Hold |
|
|||||
|
2024
Q2 | $423K | Hold |
|
|||||
|
2024
Q1 | $434K | Sell |
|
|||||
|
2023
Q4 | $406K | Hold |
|
|||||
|
2023
Q3 | $373K | Sell |
|
|||||
|
2023
Q2 | $406K | Buy |
|
|||||
|
2023
Q1 | $356K | Buy |
|
|||||
|
2022
Q4 | $340K | Hold |
|
|||||
|
2022
Q3 | $305K | Buy |
|
|||||
|
2022
Q2 | $324K | Hold |
|
|||||
|
2022
Q1 | $370K | Sell |
|
|||||
|
2021
Q4 | $382K | Sell |
|
|||||
|
2021
Q3 | $367K | Sell |
|
|||||
|
2021
Q2 | $399K | Sell |
|
|||||
|
2021
Q1 | $360K | Sell |
|
|||||
|
2020
Q4 | $315K | Hold |
|
|||||
|
2020
Q3 | $315K | Buy |
|
|||||
|
2020
Q2 | $287K | Hold |
|
|||||
|
2020
Q1 | $252K | Sell |
|
|||||
|
2019
Q4 | $355K | Sell |
|
|||||
|
2019
Q3 | $343K | Hold |
|
|||||
|
2019
Q2 | $333K | Hold |
|
|||||
|
2019
Q1 | $299K | Sell |
|
|||||
|
2018
Q4 | $347K | Hold |
|
|||||
|
2018
Q3 | $347K | Hold |
|
|||||
|
2018
Q2 | $333K | Hold |
|
|||||
|
2018
Q1 | $329K | Sell |
|
|||||
|
2017
Q4 | $381K | Hold |
|
|||||
|
2017
Q3 | $363K | Hold |
|
|||||
|
2017
Q2 | $357K | Hold |
|
|||||
|
2017
Q1 | $352K | Buy |
|
|||||
|
2016
Q4 | $334K | Hold |
|
|||||
|
2016
Q3 | $315K | Hold |
|
|||||
|
2016
Q2 | $308K | Sell |
|
|||||
|
2016
Q1 | $328K | Buy |
|