McNamara Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,010
| Closed | -$223K | – | 91 |
|
|
2024
Q4 | $223K | Sell |
1,010
-178
| -15% | -$39.3K | 0.05% | 67 |
|
|
2024
Q3 | $262K | Buy |
1,188
+5
| +0.4% | +$1.1K | 0.05% | 78 |
|
|
2024
Q2 | $240K | Buy |
1,183
+200
| +20% | +$40.6K | 0.05% | 70 |
|
|
2024
Q1 | $207K | Sell |
983
-19
| -2% | -$4K | 0.04% | 67 |
|
|
2023
Q4 | $201K | Buy |
+1,002
| New | +$201K | 0.05% | 65 |
|
|
2022
Q1 | – | Sell |
-916
| Closed | -$204K | – | 59 |
|
|
2021
Q4 | $204K | Hold |
916
| – | – | 0.05% | 61 |
|
|
2021
Q3 | $200K | Hold |
916
| – | – | 0.05% | 61 |
|
|
2021
Q2 | $210K | Buy |
+916
| New | +$210K | 0.06% | 58 |
|