Marcum Wealth’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $368K | Buy |
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|
2024
Q4 | $347K | Buy |
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|
2024
Q3 | $332K | Hold |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $281K | Hold |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $267K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $223K | Buy |
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