Marcum Wealth’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $577K | Sell |
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|
2024
Q4 | $714K | Buy |
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|
2024
Q3 | $623K | Sell |
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|
2024
Q2 | $597K | Buy |
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|
2024
Q1 | $610K | Sell |
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|
2023
Q4 | $846K | Buy |
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|
2023
Q3 | $541K | Buy |
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|
2023
Q2 | $556K | Sell |
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|
2023
Q1 | $556K | Sell |
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|
2022
Q4 | $585K | Buy |
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|
2022
Q3 | $545K | Sell |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $658K | Sell |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $874K | Sell |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $399K | Buy |
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