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Marshall Financial Group (Pennsylvania)’s iShares Russell 1000 ETF IWB Stock Holding History

Marshall Financial Group (Pennsylvania)’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.1M Sell
5,755
-27
-0.5% -$9.51K 0.58% 22
2025
Q2 		$1.96M Buy
5,782
+11
+0.2% +$3.45K 0.59% 22
2025
Q1 		$1.77M Buy
5,771
+11
+0.2% +$3.56K 0.56% 23
2024
Q4 		$1.86M Sell
5,760
-37
-0.6% -$12K 0.57% 25
2024
Q3 		$1.82M Buy
5,797
+10
+0.2% +$3.03K 0.55% 25
2024
Q2 		$1.72M Buy
5,787
+8
+0.1% +$2.3K 0.56% 23
2024
Q1 		$1.66M Sell
5,779
-629
-10% -$172K 0.55% 24
2023
Q4 		$1.68M Buy
6,408
+24
+0.4% +$5.88K 0.6% 24
2023
Q3 		$1.5M Sell
6,384
-298
-4% -$73K 0.61% 23
2023
Q2 		$1.63M Buy
6,682
+7
+0.1% +$1.61K 0.62% 23
2023
Q1 		$1.5M Sell
6,675
-325
-5% -$71.5K 0.61% 24
2022
Q4 		$1.47M Buy
7,000
+21
+0.3% +$4.45K 0.63% 24
2022
Q3 		$1.38M Hold
6,979
– – 0.65% 25
2022
Q2 		$1.45M Sell
6,979
-911
-12% -$206K 0.66% 24
2022
Q1 		$1.97M Sell
7,890
-259
-3% -$63.9K 0.79% 23
2021
Q4 		$2.15M Buy
8,149
+11
+0.1% +$2.83K 0.84% 23
2021
Q3 		$1.97M Hold
8,138
– – 0.83% 23
2021
Q2 		$1.97M Buy
8,138
+9
+0.1% +$2.12K 0.84% 22
2021
Q1 		$1.82M Hold
8,129
– – 0.83% 22
2020
Q4 		$1.72M Buy
8,129
+7
+0.1% +$1.4K 0.84% 23
2020
Q3 		$1.52M Buy
8,122
+183
+2% +$33.8K 0.9% 22
2020
Q2 		$1.36M Buy
7,939
+74
+0.9% +$12K 0.9% 24
2020
Q1 		$1.11M Hold
7,865
– – 0.9% 21
2019
Q4 		$1.4M Buy
7,865
+15
+0.2% +$2.56K 0.95% 20
2019
Q3 		$1.29M Hold
7,850
– – 0.98% 18
2019
Q2 		$1.28M Buy
7,850
+9
+0.1% +$1.44K 0.98% 17
2019
Q1 		$1.23M Buy
7,841
+7
+0.1% +$1.06K 1.01% 17
2018
Q4 		$1.09M Buy
+7,834
New +$1.17M 1.03% 17

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s IWB Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) reduced its iShares Russell 1000 ETF (IWB) stake by 0.47% in Q3 2025, selling an estimated $9.51K and leaving 5,755 shares worth $2.1M. The position accounts for 0.58% of the portfolio, ranked #22.

Marshall Financial Group (Pennsylvania) first reported a position in IWB in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.15M in Q4 2021. 1,417 funds tracked by Wall St. Rank hold IWB as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 5,755 shares of iShares Russell 1000 ETF worth $2.1M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) sold 27 iShares Russell 1000 ETF shares in Q3 2025, an estimated $9.51K.
  • iShares Russell 1000 ETF made up 0.58% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #22 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 28 quarters since.
  • Marshall Financial Group (Pennsylvania)'s iShares Russell 1000 ETF position peaked at $2.15M in Q4 2021.
  • 1,417 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.