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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$645K Hold
1,518
0.13% 45
2025
Q1
$548K Buy
1,518
+263
+21% +$95K 0.12% 48
2024
Q4
$504K Sell
1,255
-374
-23% -$150K 0.12% 39
2024
Q3
$611K Hold
1,629
0.12% 39
2024
Q2
$594K Sell
1,629
-7
-0.4% -$2.55K 0.13% 39
2024
Q1
$551K Sell
1,636
-66
-4% -$22.2K 0.12% 41
2023
Q4
$516K Sell
1,702
-4
-0.2% -$1.21K 0.12% 41
2023
Q3
$454K Buy
1,706
+30
+2% +$7.98K 0.11% 43
2023
Q2
$459K Sell
1,676
-33
-2% -$9.04K 0.11% 42
2023
Q1
$418K Buy
1,709
+138
+9% +$33.7K 0.1% 44
2022
Q4
$337K Buy
1,571
+102
+7% +$21.9K 0.09% 51
2022
Q3
$309K Sell
1,469
-24
-2% -$5.05K 0.09% 50
2022
Q2
$327K Buy
1,493
+31
+2% +$6.79K 0.09% 46
2022
Q1
$406K Hold
1,462
0.11% 38
2021
Q4
$447K Hold
1,462
0.12% 36
2021
Q3
$401K Sell
1,462
-133
-8% -$36.5K 0.11% 37
2021
Q2
$433K Sell
1,595
-60
-4% -$16.3K 0.12% 34
2021
Q1
$399K Sell
1,655
-168
-9% -$40.5K 0.12% 33
2020
Q4
$395K Hold
1,823
0.13% 29
2020
Q3
$395K Sell
1,823
-74
-4% -$16K 0.13% 29
2020
Q2
$364K Sell
1,897
-17
-0.9% -$3.26K 0.13% 30
2020
Q1
$288K Sell
1,914
-244
-11% -$36.7K 0.12% 32
2019
Q4
$380K Hold
2,158
0.14% 31
2019
Q3
$340K Hold
2,158
0.14% 33
2019
Q2
$327K Hold
2,158
0.14% 33
2019
Q1
$283K Sell
2,158
-72
-3% -$9.44K 0.13% 34
2018
Q4
$348K Hold
2,230
0.15% 32
2018
Q3
$348K Hold
2,230
0.15% 32
2018
Q2
$321K Hold
2,230
0.14% 33
2018
Q1
$303K Sell
2,230
-286
-11% -$38.9K 0.14% 30
2017
Q4
$339K Hold
2,516
0.16% 30
2017
Q3
$315K Sell
2,516
-47
-2% -$5.88K 0.15% 25
2017
Q2
$305K Hold
2,563
0.15% 23
2017
Q1
$292K Buy
2,563
+34
+1% +$3.87K 0.15% 25
2016
Q4
$265K Hold
2,529
0.15% 27
2016
Q3
$263K Hold
2,529
0.15% 24
2016
Q2
$254K Hold
2,529
0.15% 25
2016
Q1
$252K Buy
+2,529
New +$252K 0.15% 28