Marcum Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Marcum Wealth’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$817K	Buy	9,608 +6	+0.1%	+$535	0.07%	130
2024 Q4	$849K	Buy	9,602 +6	+0.1%	+$545	0.07%	130
2024 Q3	$846K	Sell	9,596 -946	-9%	-$79.7K	0.08%	130
2024 Q2	$855K	Sell	10,542 -272	-3%	-$22.1K	0.09%	118
2024 Q1	$909K	Sell	10,814 -371	-3%	-$29.4K	0.09%	111
2023 Q4	$869K	Sell	11,185 -1,195	-10%	-$84.9K	0.09%	110
2023 Q3	$857K	Hold	12,380	–	–	0.1%	101
2023 Q2	$904K	Sell	12,380 -301	-2%	-$20.9K	0.11%	104
2023 Q1	$887K	Sell	12,681 -1,087	-8%	-$76.8K	0.11%	107
2022 Q4	$929K	Sell	13,768 -395	-3%	-$26.6K	0.12%	93
2022 Q3	$880K	Sell	14,163 -775	-5%	-$53.3K	0.13%	92
2022 Q2	$966K	Sell	14,938 -599	-4%	-$42.6K	0.14%	91
2022 Q1	$1.21M	Sell	15,537 -3,401	-18%	-$262K	0.17%	79
2021 Q4	$1.57M	Sell	18,938 -4,083	-18%	-$335K	0.22%	64
2021 Q3	$1.8M	Buy	+23,021	New	+$1.84M	0.28%	46

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marcum Wealth's IWR Position: Q1 2025 in Review

Marcum Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.06% in Q1 2025, buying an estimated $535 and bringing the position to 9,608 shares worth $817K. The position accounts for 0.07% of the portfolio, ranked #130.

Marcum Wealth first reported a position in IWR in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.8M in Q3 2021. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

Marcum Wealth held 9,608 shares of iShares Russell Mid-Cap ETF worth $817K as of Q1 2025.
Marcum Wealth bought 6 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $535.
iShares Russell Mid-Cap ETF made up 0.07% of Marcum Wealth's portfolio in Q1 2025, its #130 holding.
Marcum Wealth first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 15 quarters since.
Marcum Wealth's iShares Russell Mid-Cap ETF position peaked at $1.8M in Q3 2021.
1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.