Mc Clarren Financial Advisors, Inc. Ishares Russell 2000 ETF Transaction History

Mc Clarren Financial Advisors, Inc.

$159 Million
Q4 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 3,650 shares of IWM stock, worth $866,802. This represents 0.54% of its overall portfolio holdings.

Number of Shares

3,650

Previous 5,108 28.54%

Holding current value

$866,802

Previous $1.24 Million 29.88%

% of portfolio

0.54%

Previous 0.81%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$236.79 - $250.33 $345,239 - $364,981	-1,458 Reduced 28.54%	3,650 $866,000
Q3 2025 Oct 15, 2025	BUY	$214.92 - $244.84 $65,120 - $74,186	303 Added 6.31%	5,108 $1.24 Million
Q2 2025 Aug 07, 2025	SELL	$174.82 - $215.79 $37,935 - $46,826	-217 Reduced 4.32%	4,805 $1.04 Million
Q1 2025 May 09, 2025	BUY	$198.1 - $229.79 $994,858 - $1.15 Million	5,022 New	5,022 $985,000
Q3 2024 Oct 18, 2024	BUY	$200.87 - $224.6 $370,605 - $414,387	1,845 Added 64.96%	4,685 $260,000

Q2 2024 Jul 26, 2024	SELL	$192.84 - $209.44 $364,853 - $396,260	-1,892 Reduced 39.98%	2,840 $961,000
Q1 2024 Jul 26, 2024	BUY	$189.48 - $210.3 $378,581 - $420,179	1,998 Added 73.08%	4,732 $996,000
Q1 2024 May 03, 2024	SELL	$189.48 - $210.3 $374,980 - $416,183	-1,979 Reduced 41.99%	2,734 $996,000
Q4 2023 Feb 02, 2024	BUY	$162.21 - $204.82 $12,003 - $15,156	74 Added 1.6%	4,713 $946,000
Q3 2023 Nov 03, 2023	SELL	$174.36 - $198.71 $6,974 - $7,948	-40 Reduced 0.85%	4,639 $817,000
Q2 2023 Aug 04, 2023	BUY	$170.4 - $187.93 $2,726 - $3,006	16 Added 0.34%	4,679 $876,000
Q1 2023 May 05, 2023	BUY	$170.25 - $198.32 $2,213 - $2,578	13 Added 0.28%	4,663 $826,000
Q4 2022 Jan 30, 2023	BUY	$166.81 - $188.05 $3,169 - $3,572	19 Added 0.41%	4,650 $810,000
Q3 2022 Oct 31, 2022	BUY	$164.17 - $201.07 $525,508 - $643,625	3,201 Added 223.85%	4,631 $763,000
Q2 2022 Aug 11, 2022	SELL	$163.9 - $207.91 $594,137 - $753,673	-3,625 Reduced 71.71%	1,430 $242,000
Q1 2022 Apr 29, 2022	SELL	$191.52 - $225.32 $12,065 - $14,195	-63 Reduced 1.23%	5,055 $1.04 Million
Q4 2021 Jan 19, 2022	SELL	$212.12 - $242.56 $74,454 - $85,138	-351 Reduced 6.42%	5,118 $1.14 Million
Q3 2021 Oct 15, 2021	BUY	$211.73 - $231.39 $5,716 - $6,247	27 Added 0.5%	5,469 $1.2 Million
Q2 2021 Jul 23, 2021	SELL	$211.85 - $232.89 $35,167 - $38,659	-166 Reduced 2.96%	5,442 $1.25 Million
Q1 2021 Apr 21, 2021	BUY	$193.5 - $234.42 $2,128 - $2,578	11 Added 0.2%	5,608 $1.24 Million
Q4 2020 Jan 29, 2021	BUY	$152.18 - $199.14 $851,751 - $1.11 Million	5,597 New	5,597 $1.1 Million

Others Institutions Holding IWM

# of Institutions

3,055

Shares Held

284M

Call Options Held

196M

Put Options Held

483M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Mc Clarren Financial Advisors, Inc. Ishares Russell 2000 ETF Transaction History