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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$261K	Hold	1,657	–	–	0.05%	81
2025 Q1	$250K	Buy	1,657 +99	+6%	+$14.9K	0.05%	80
2024 Q4	$256K	Sell	1,558 -161	-9%	-$26.4K	0.06%	64
2024 Q3	$287K	Sell	1,719 -165	-9%	-$27.5K	0.06%	76
2024 Q2	$287K	Buy	1,884 +13	+0.7%	+$1.98K	0.06%	65
2024 Q1	$297K	Sell	1,871 -38	-2%	-$6.04K	0.06%	61
2023 Q4	$297K	Hold	1,909	–	–	0.07%	57
2023 Q3	$259K	Buy	1,909 +29	+2%	+$3.93K	0.06%	55
2023 Q2	$269K	Sell	1,880 -29	-2%	-$4.16K	0.06%	57
2023 Q1	$262K	Hold	1,909	–	–	0.07%	55
2022 Q4	$265K	Hold	1,909	–	–	0.07%	54
2022 Q3	$246K	Sell	1,909 -32	-2%	-$4.12K	0.07%	55
2022 Q2	$264K	Sell	1,941 -356	-15%	-$48.4K	0.07%	54
2022 Q1	$371K	Buy	2,297 +26	+1%	+$4.2K	0.1%	42
2021 Q4	$377K	Hold	2,271	–	–	0.1%	42
2021 Q3	$364K	Hold	2,271	–	–	0.1%	42
2021 Q2	$376K	Sell	2,271 -586	-21%	-$97K	0.1%	39
2021 Q1	$376K	Sell	2,857 -38	-1%	-$5K	0.11%	34
2020 Q4	$288K	Hold	2,895	–	–	0.1%	38
2020 Q3	$288K	Sell	2,895 -84	-3%	-$8.36K	0.1%	38
2020 Q2	$290K	Buy	2,979 +49	+2%	+$4.77K	0.1%	37
2020 Q1	$240K	Buy	2,930 +725	+33%	+$59.4K	0.1%	37
2019 Q4	$284K	Buy	2,205 +19	+0.9%	+$2.45K	0.11%	37
2019 Q3	$263K	Buy	2,186 +9	+0.4%	+$1.08K	0.11%	37
2019 Q2	$261K	Hold	2,177	–	–	0.11%	35
2019 Q1	$234K	Sell	2,177 -112	-5%	-$12K	0.11%	37
2018 Q4	$304K	Hold	2,289	–	–	0.13%	34
2018 Q3	$304K	Sell	2,289 -24	-1%	-$3.19K	0.13%	35
2018 Q2	$305K	Hold	2,313	–	–	0.13%	34
2018 Q1	$282K	Hold	2,313	–	–	0.13%	32
2017 Q4	$291K	Hold	2,313	–	–	0.13%	33
2017 Q3	$287K	Sell	2,313 -24	-1%	-$2.98K	0.14%	26
2017 Q2	$278K	Hold	2,337	–	–	0.14%	25
2017 Q1	$276K	Sell	2,337 -152	-6%	-$18K	0.14%	26
2016 Q4	$296K	Buy	2,489 +8	+0.3%	+$951	0.16%	26
2016 Q3	$260K	Sell	2,481 -707	-22%	-$74.1K	0.15%	25
2016 Q2	$310K	Buy	3,188 +64	+2%	+$6.22K	0.18%	21
2016 Q1	$291K	Buy	+3,124	New	+$291K	0.18%	25