Marshall Financial Group (Pennsylvania)’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
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|
2025
Q1 | $1.77M | Buy |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $1.82M | Buy |
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|
2024
Q2 | $1.72M | Buy |
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|
2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $1.5M | Sell |
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|
2022
Q4 | $1.47M | Buy |
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|
2022
Q3 | $1.38M | Hold |
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.97M | Sell |
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|
2021
Q4 | $2.15M | Buy |
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|
2021
Q3 | $1.97M | Hold |
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|
2021
Q2 | $1.97M | Buy |
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|
2021
Q1 | $1.82M | Hold |
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|
2020
Q4 | $1.72M | Buy |
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|
2020
Q3 | $1.52M | Buy |
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|
2020
Q2 | $1.36M | Buy |
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|
2020
Q1 | $1.11M | Hold |
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|
2019
Q4 | $1.4M | Buy |
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|
2019
Q3 | $1.29M | Hold |
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|
2019
Q2 | $1.28M | Buy |
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|
2019
Q1 | $1.23M | Buy |
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|
2018
Q4 | $1.09M | Buy |
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