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

Marshall Financial Group (Pennsylvania)’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.87M	Sell	9,167 -59	-0.6%	-$11.7K	0.51%	26
2025 Q2	$1.79M	Buy	9,226 +22	+0.2%	+$4.07K	0.54%	25
2025 Q1	$1.73M	Sell	9,204 -295	-3%	-$56.2K	0.54%	24
2024 Q4	$1.76M	Sell	9,499 -682	-7%	-$131K	0.54%	28
2024 Q3	$1.93M	Sell	10,181 -28	-0.3%	-$5.1K	0.58%	23
2024 Q2	$1.78M	Buy	10,209 +22	+0.2%	+$3.85K	0.58%	22
2024 Q1	$1.82M	Sell	10,187 -84	-0.8%	-$14.2K	0.6%	22
2023 Q4	$1.7M	Buy	10,271 +66	+0.6%	+$10.2K	0.61%	23
2023 Q3	$1.55M	Sell	10,205 -1,328	-12%	-$211K	0.63%	22
2023 Q2	$1.82M	Buy	11,533 +23	+0.2%	+$3.52K	0.7%	21
2023 Q1	$1.75M	Sell	11,510 -405	-3%	-$62.5K	0.71%	22
2022 Q4	$1.81M	Buy	11,915 +56	+0.5%	+$8.38K	0.78%	20
2022 Q3	$1.61M	Sell	11,859 -459	-4%	-$69K	0.76%	22
2022 Q2	$1.79M	Sell	12,318 -225	-2%	-$35.2K	0.81%	21
2022 Q1	$2.08M	Sell	12,543 -1,413	-10%	-$232K	0.83%	22
2021 Q4	$2.34M	Sell	13,956 -1,111	-7%	-$182K	0.91%	21
2021 Q3	$2.36M	Hold	15,067	–	–	0.99%	20
2021 Q2	$2.39M	Sell	15,067 -136	-0.9%	-$21.5K	1.02%	19
2021 Q1	$2.3M	Hold	15,203	–	–	1.05%	19
2020 Q4	$2.08M	Sell	15,203 -282	-2%	-$36.2K	1.02%	21
2020 Q3	$1.83M	Sell	15,485 -1,315	-8%	-$156K	1.08%	19
2020 Q2	$1.89M	Sell	16,800 -2,395	-12%	-$263K	1.26%	18
2020 Q1	$1.9M	Sell	19,195 -2,459	-11%	-$306K	1.54%	17
2019 Q4	$2.96M	Buy	21,654 +92	+0.4%	+$12.1K	2%	12
2019 Q3	$2.77M	Hold	21,562	–	–	2.11%	11
2019 Q2	$2.74M	Buy	21,562 +45	+0.2%	+$5.63K	2.09%	12
2019 Q1	$2.66M	Buy	21,517 +33	+0.2%	+$3.97K	2.17%	10
2018 Q4	$2.39M	Buy	+21,484	New	+$2.57M	2.26%	11

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Marshall Financial Group (Pennsylvania) reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.64% in Q3 2025, selling an estimated $11.7K and leaving 9,167 shares worth $1.87M. The position accounts for 0.51% of the portfolio, ranked #26.

Marshall Financial Group (Pennsylvania) first reported a position in IWD in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.96M in Q4 2019. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Marshall Financial Group (Pennsylvania) held 9,167 shares of iShares Russell 1000 Value ETF worth $1.87M as of Q3 2025.
Marshall Financial Group (Pennsylvania) sold 59 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $11.7K.
iShares Russell 1000 Value ETF made up 0.51% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #26 holding.
Marshall Financial Group (Pennsylvania) first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 28 quarters since.
Marshall Financial Group (Pennsylvania)'s iShares Russell 1000 Value ETF position peaked at $2.96M in Q4 2019.
1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

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