MSA
Marino Stram & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
2,577
-108
| -4% | -$9.93K | 0.05% | 162 |
|
|
2025
Q1 | $228K | Sell |
2,685
-278
| -9% | -$23.7K | 0.05% | 155 |
|
|
2024
Q4 | $262K | Buy |
2,963
+10
| +0.3% | +$884 | 0.06% | 146 |
|
|
2024
Q3 | $260K | Sell |
2,953
-29
| -1% | -$2.56K | 0.06% | 148 |
|
|
2024
Q2 | $242K | Sell |
2,982
-308
| -9% | -$25K | 0.06% | 144 |
|
|
2024
Q1 | $277K | Buy |
3,290
+8
| +0.2% | +$673 | 0.07% | 141 |
|
|
2023
Q4 | $255K | Buy |
+3,282
| New | +$255K | 0.07% | 146 |
|
|
2021
Q3 | – | Sell |
-48,780
| Closed | -$3.87M | – | 220 |
|
|
2021
Q2 | $3.87M | Buy |
+48,780
| New | +$3.87M | 1.01% | 25 |
|
|
2019
Q2 | – | Sell |
-1,054
| Closed | -$57K | – | 327 |
|
|
2019
Q1 | $57K | Buy |
+1,054
| New | +$57K | 0.04% | 147 |
|