McNamara Financial Services’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
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|
2025
Q1 | $250K | Buy |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $287K | Buy |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $297K | Hold |
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|
2023
Q3 | $259K | Buy |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $264K | Sell |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q4 | $377K | Hold |
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|
2021
Q3 | $364K | Hold |
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|
2021
Q2 | $376K | Sell |
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|
2021
Q1 | $376K | Sell |
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|
2020
Q4 | $288K | Hold |
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|
2020
Q3 | $288K | Sell |
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|
2020
Q2 | $290K | Buy |
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|
2020
Q1 | $240K | Buy |
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|
2019
Q4 | $284K | Buy |
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|
2019
Q3 | $263K | Buy |
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|
2019
Q2 | $261K | Hold |
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|
2019
Q1 | $234K | Sell |
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|
2018
Q4 | $304K | Hold |
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|
2018
Q3 | $304K | Sell |
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|
2018
Q2 | $305K | Hold |
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|
2018
Q1 | $282K | Hold |
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|
2017
Q4 | $291K | Hold |
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|
2017
Q3 | $287K | Sell |
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|
2017
Q2 | $278K | Hold |
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|
2017
Q1 | $276K | Sell |
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|
2016
Q4 | $296K | Buy |
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|
2016
Q3 | $260K | Sell |
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|
2016
Q2 | $310K | Buy |
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|
2016
Q1 | $291K | Buy |
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