Marcum Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $817K | Buy |
9,608
+6
| +0.1% | +$510 | 0.07% | 130 |
|
|
2024
Q4 | $849K | Buy |
9,602
+6
| +0.1% | +$530 | 0.07% | 130 |
|
|
2024
Q3 | $846K | Sell |
9,596
-946
| -9% | -$83.4K | 0.08% | 130 |
|
|
2024
Q2 | $855K | Sell |
10,542
-272
| -3% | -$22.1K | 0.09% | 118 |
|
|
2024
Q1 | $909K | Sell |
10,814
-371
| -3% | -$31.2K | 0.09% | 111 |
|
|
2023
Q4 | $869K | Sell |
11,185
-1,195
| -10% | -$92.9K | 0.09% | 110 |
|
|
2023
Q3 | $857K | Hold |
12,380
| – | – | 0.1% | 101 |
|
|
2023
Q2 | $904K | Sell |
12,380
-301
| -2% | -$22K | 0.11% | 104 |
|
|
2023
Q1 | $887K | Sell |
12,681
-1,087
| -8% | -$76K | 0.11% | 107 |
|
|
2022
Q4 | $929K | Sell |
13,768
-395
| -3% | -$26.6K | 0.12% | 93 |
|
|
2022
Q3 | $880K | Sell |
14,163
-775
| -5% | -$48.2K | 0.13% | 92 |
|
|
2022
Q2 | $966K | Sell |
14,938
-599
| -4% | -$38.7K | 0.14% | 91 |
|
|
2022
Q1 | $1.21M | Sell |
15,537
-3,401
| -18% | -$265K | 0.17% | 79 |
|
|
2021
Q4 | $1.57M | Sell |
18,938
-4,083
| -18% | -$339K | 0.22% | 64 |
|
|
2021
Q3 | $1.8M | Buy |
+23,021
| New | +$1.8M | 0.28% | 46 |
|