Marks Group Wealth Management’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
2024 Q2	–	Sell	-3,518	Closed	-$296K	–	295
2024 Q1	$296K	Buy	3,518 +9	+0.3%	+$757	0.03%	266
2023 Q4	$273K	Buy	+3,509	New	+$273K	0.03%	267