Marshall Financial Group (Pennsylvania)’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
9,226
+22
| +0.2% | +$4.27K | 0.54% | 25 |
|
|
2025
Q1 | $1.73M | Sell |
9,204
-295
| -3% | -$55.5K | 0.54% | 24 |
|
|
2024
Q4 | $1.76M | Sell |
9,499
-682
| -7% | -$126K | 0.54% | 28 |
|
|
2024
Q3 | $1.93M | Sell |
10,181
-28
| -0.3% | -$5.31K | 0.58% | 23 |
|
|
2024
Q2 | $1.78M | Buy |
10,209
+22
| +0.2% | +$3.84K | 0.58% | 22 |
|
|
2024
Q1 | $1.82M | Sell |
10,187
-84
| -0.8% | -$15K | 0.6% | 22 |
|
|
2023
Q4 | $1.7M | Buy |
10,271
+66
| +0.6% | +$10.9K | 0.61% | 23 |
|
|
2023
Q3 | $1.55M | Sell |
10,205
-1,328
| -12% | -$202K | 0.63% | 22 |
|
|
2023
Q2 | $1.82M | Buy |
11,533
+23
| +0.2% | +$3.63K | 0.7% | 21 |
|
|
2023
Q1 | $1.75M | Sell |
11,510
-405
| -3% | -$61.7K | 0.71% | 22 |
|
|
2022
Q4 | $1.81M | Buy |
11,915
+56
| +0.5% | +$8.49K | 0.78% | 20 |
|
|
2022
Q3 | $1.61M | Sell |
11,859
-459
| -4% | -$62.4K | 0.76% | 22 |
|
|
2022
Q2 | $1.79M | Sell |
12,318
-225
| -2% | -$32.6K | 0.81% | 21 |
|
|
2022
Q1 | $2.08M | Sell |
12,543
-1,413
| -10% | -$235K | 0.83% | 22 |
|
|
2021
Q4 | $2.34M | Sell |
13,956
-1,111
| -7% | -$187K | 0.91% | 21 |
|
|
2021
Q3 | $2.36M | Hold |
15,067
| – | – | 0.99% | 20 |
|
|
2021
Q2 | $2.39M | Sell |
15,067
-136
| -0.9% | -$21.6K | 1.02% | 19 |
|
|
2021
Q1 | $2.3M | Hold |
15,203
| – | – | 1.05% | 19 |
|
|
2020
Q4 | $2.08M | Sell |
15,203
-282
| -2% | -$38.6K | 1.02% | 21 |
|
|
2020
Q3 | $1.83M | Sell |
15,485
-1,315
| -8% | -$155K | 1.08% | 19 |
|
|
2020
Q2 | $1.89M | Sell |
16,800
-2,395
| -12% | -$270K | 1.26% | 18 |
|
|
2020
Q1 | $1.9M | Sell |
19,195
-2,459
| -11% | -$244K | 1.54% | 17 |
|
|
2019
Q4 | $2.96M | Buy |
21,654
+92
| +0.4% | +$12.6K | 2% | 12 |
|
|
2019
Q3 | $2.77M | Hold |
21,562
| – | – | 2.11% | 11 |
|
|
2019
Q2 | $2.74M | Buy |
21,562
+45
| +0.2% | +$5.73K | 2.09% | 12 |
|
|
2019
Q1 | $2.66M | Buy |
21,517
+33
| +0.2% | +$4.08K | 2.17% | 10 |
|
|
2018
Q4 | $2.39M | Buy |
+21,484
| New | +$2.39M | 2.26% | 11 |
|