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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$293K Sell
1,324
-1
-0.1% -$209 0.05% 94
2026
Q1 		$251K Sell
1,325
-25
-2% -$4.84K 0.05% 92
2025
Q4 		$245K Sell
1,350
-307
-19% -$55.1K 0.05% 90
2025
Q3 		$293K Hold
1,657
– – 0.05% 77
2025
Q2 		$261K Hold
1,657
– – 0.05% 81
2025
Q1 		$250K Buy
1,657
+99
+6% +$16K 0.05% 80
2024
Q4 		$256K Sell
1,558
-161
-9% -$27.5K 0.06% 64
2024
Q3 		$287K Sell
1,719
-165
-9% -$26.8K 0.06% 76
2024
Q2 		$287K Buy
1,884
+13
+0.7% +$1.99K 0.06% 65
2024
Q1 		$297K Sell
1,871
-38
-2% -$5.75K 0.06% 61
2023
Q4 		$297K Hold
1,909
– – 0.07% 57
2023
Q3 		$259K Buy
1,909
+29
+2% +$4.16K 0.06% 55
2023
Q2 		$269K Sell
1,880
-29
-2% -$3.92K 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% -$4.63K 0.07% 55
2022
Q2 		$264K Sell
1,941
-356
-15% -$53K 0.07% 54
2022
Q1 		$371K Buy
2,297
+26
+1% +$4.14K 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% -$96.7K 0.1% 39
2021
Q1 		$376K Sell
2,857
-38
-1% -$5.74K 0.11% 34
2020
Q4 		$288K Hold
2,895
– – 0.1% 38
2020
Q3 		$288K Sell
2,895
-84
-3% -$8.53K 0.1% 38
2020
Q2 		$290K Buy
2,979
+49
+2% +$4.46K 0.1% 37
2020
Q1 		$240K Buy
2,930
+725
+33% +$81.3K 0.1% 37
2019
Q4 		$284K Buy
2,205
+19
+0.9% +$2.35K 0.11% 37
2019
Q3 		$263K Buy
2,186
+9
+0.4% +$1.06K 0.11% 37
2019
Q2 		$261K Hold
2,177
– – 0.11% 35
2019
Q1 		$234K Sell
2,177
-112
-5% -$13.4K 0.11% 37
2018
Q4 		$304K Hold
2,289
– – 0.13% 34
2018
Q3 		$304K Sell
2,289
-24
-1% -$3.23K 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% -$2.83K 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% +$884 0.16% 26
2016
Q3 		$260K Sell
2,481
-707
-22% -$72.5K 0.15% 25
2016
Q2 		$310K Buy
3,188
+64
+2% +$6.09K 0.18% 21
2016
Q1 		$291K Buy
+3,124
New +$271K 0.18% 25

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

McNamara Financial Services's IWN Position: Q2 2026 in Review

McNamara Financial Services reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.08% in Q2 2026, selling an estimated $209 and leaving 1,324 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #94.

McNamara Financial Services first reported a position in IWN in Q1 2016 and has held it in 42 quarters since. The position peaked at $377K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • McNamara Financial Services held 1,324 shares of iShares Russell 2000 Value ETF worth $293K as of Q2 2026.
  • McNamara Financial Services sold 1 iShares Russell 2000 Value ETF share in Q2 2026, an estimated $209.
  • iShares Russell 2000 Value ETF made up 0.05% of McNamara Financial Services's portfolio in Q2 2026, its #94 holding.
  • McNamara Financial Services first reported a position in iShares Russell 2000 Value ETF in Q1 2016 and has held it in 42 quarters since.
  • McNamara Financial Services's iShares Russell 2000 Value ETF position peaked at $377K in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.