Marcum Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $601K | Sell |
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|
2024
Q4 | $621K | Hold |
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|
2024
Q3 | $635K | Hold |
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|
2024
Q2 | $580K | Buy |
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|
2024
Q1 | $559K | Sell |
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|
2023
Q4 | $544K | Sell |
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|
2023
Q3 | $536K | Sell |
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|
2023
Q2 | $607K | Buy |
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|
2023
Q1 | $584K | Sell |
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|
2022
Q4 | $614K | Sell |
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|
2022
Q3 | $622K | Sell |
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|
2022
Q2 | $747K | Buy |
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|
2022
Q1 | $826K | Sell |
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|
2021
Q4 | $902K | Buy |
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|
2021
Q3 | $780K | Buy |
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|
2021
Q2 | $776K | Sell |
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|
2021
Q1 | $757K | Sell |
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|
2020
Q4 | $694K | Hold |
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|
2020
Q3 | $578K | Hold |
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|
2020
Q2 | $548K | Buy |
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