Marshall Financial Group (Maryland)’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $363K | Hold |
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|
2025
Q2 | $329K | Hold |
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|
2025
Q1 | $299K | Hold |
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|
2024
Q4 | $331K | Hold |
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|
2024
Q3 | $331K | Hold |
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|
2024
Q2 | $304K | Hold |
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|
2024
Q1 | $315K | Hold |
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|
2023
Q4 | $301K | Hold |
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|
2023
Q3 | $265K | Hold |
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|
2023
Q2 | $281K | Hold |
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|
2023
Q1 | $267K | Buy |
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