Marshall Financial Group (Pennsylvania)’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
5,782
+11
| +0.2% | +$3.74K | 0.59% | 22 |
|
|
2025
Q1 | $1.77M | Buy |
5,771
+11
| +0.2% | +$3.37K | 0.56% | 23 |
|
|
2024
Q4 | $1.86M | Sell |
5,760
-37
| -0.6% | -$11.9K | 0.57% | 25 |
|
|
2024
Q3 | $1.82M | Buy |
5,797
+10
| +0.2% | +$3.14K | 0.55% | 25 |
|
|
2024
Q2 | $1.72M | Buy |
5,787
+8
| +0.1% | +$2.38K | 0.56% | 23 |
|
|
2024
Q1 | $1.66M | Sell |
5,779
-629
| -10% | -$181K | 0.55% | 24 |
|
|
2023
Q4 | $1.68M | Buy |
6,408
+24
| +0.4% | +$6.29K | 0.6% | 24 |
|
|
2023
Q3 | $1.5M | Sell |
6,384
-298
| -4% | -$70K | 0.61% | 23 |
|
|
2023
Q2 | $1.63M | Buy |
6,682
+7
| +0.1% | +$1.71K | 0.62% | 23 |
|
|
2023
Q1 | $1.5M | Sell |
6,675
-325
| -5% | -$73.2K | 0.61% | 24 |
|
|
2022
Q4 | $1.47M | Buy |
7,000
+21
| +0.3% | +$4.42K | 0.63% | 24 |
|
|
2022
Q3 | $1.38M | Hold |
6,979
| – | – | 0.65% | 25 |
|
|
2022
Q2 | $1.45M | Sell |
6,979
-911
| -12% | -$189K | 0.66% | 24 |
|
|
2022
Q1 | $1.97M | Sell |
7,890
-259
| -3% | -$64.8K | 0.79% | 23 |
|
|
2021
Q4 | $2.16M | Buy |
8,149
+11
| +0.1% | +$2.91K | 0.84% | 23 |
|
|
2021
Q3 | $1.97M | Hold |
8,138
| – | – | 0.83% | 23 |
|
|
2021
Q2 | $1.97M | Buy |
8,138
+9
| +0.1% | +$2.18K | 0.84% | 22 |
|
|
2021
Q1 | $1.82M | Hold |
8,129
| – | – | 0.83% | 22 |
|
|
2020
Q4 | $1.72M | Buy |
8,129
+7
| +0.1% | +$1.48K | 0.84% | 23 |
|
|
2020
Q3 | $1.52M | Buy |
8,122
+183
| +2% | +$34.2K | 0.9% | 22 |
|
|
2020
Q2 | $1.36M | Buy |
7,939
+74
| +0.9% | +$12.7K | 0.9% | 24 |
|
|
2020
Q1 | $1.11M | Hold |
7,865
| – | – | 0.9% | 21 |
|
|
2019
Q4 | $1.4M | Buy |
7,865
+15
| +0.2% | +$2.68K | 0.95% | 20 |
|
|
2019
Q3 | $1.29M | Hold |
7,850
| – | – | 0.98% | 18 |
|
|
2019
Q2 | $1.28M | Buy |
7,850
+9
| +0.1% | +$1.47K | 0.98% | 17 |
|
|
2019
Q1 | $1.23M | Buy |
7,841
+7
| +0.1% | +$1.1K | 1.01% | 17 |
|
|
2018
Q4 | $1.09M | Buy |
+7,834
| New | +$1.09M | 1.03% | 17 |
|