McNamara Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

McNamara Financial Services’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,010	Closed	-$223K	–	91
2024 Q4	$223K	Sell	1,010 -178	-15%	-$40.6K	0.05%	67
2024 Q3	$262K	Buy	1,188 +5	+0.4%	+$1.07K	0.05%	78
2024 Q2	$240K	Buy	1,183 +200	+20%	+$40.4K	0.05%	70
2024 Q1	$207K	Sell	983 -19	-2%	-$3.79K	0.04%	67
2023 Q4	$201K	Buy	+1,002	New	+$180K	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	+$206K	0.06%	58

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McNamara Financial Services's IWM Position: Q1 2025 in Review

McNamara Financial Services sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 1,010 shares — an estimated $223K sold.

McNamara Financial Services first reported a position in IWM in Q2 2021 and held it in 8 quarters. The position peaked at $262K in Q3 2024. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

McNamara Financial Services reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
McNamara Financial Services sold 1,010 iShares Russell 2000 ETF shares in Q1 2025, an estimated $223K.
McNamara Financial Services first reported a position in iShares Russell 2000 ETF in Q2 2021 and held it in 8 quarters.
McNamara Financial Services's iShares Russell 2000 ETF position peaked at $262K in Q3 2024.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on McNamara Financial Services's 13F filing for Q1 2025, filed 11 Apr 2025.