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Marshall & Sterling Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$280K Hold
3,042
– – 0.19% 69
2025
Q1 		$259K Buy
3,042
+9
+0.3% +$766 0.18% 73
2024
Q4 		$268K Buy
+3,033
New +$268K 0.19% 74