Marcum Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $817K | Buy |
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|
2024
Q4 | $849K | Buy |
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|
2024
Q3 | $846K | Sell |
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|
2024
Q2 | $855K | Sell |
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|
2024
Q1 | $909K | Sell |
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|
2023
Q4 | $869K | Sell |
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|
2023
Q3 | $857K | Hold |
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|
2023
Q2 | $904K | Sell |
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|
2023
Q1 | $887K | Sell |
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|
2022
Q4 | $929K | Sell |
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|
2022
Q3 | $880K | Sell |
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|
2022
Q2 | $966K | Sell |
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $1.57M | Sell |
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|
2021
Q3 | $1.8M | Buy |
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