Marshall Financial Group (Pennsylvania)’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.98M | Buy |
11,737
+5
| +0% | +$2.12K | 1.49% | 16 |
|
|
2025
Q1 | $4.24M | Sell |
11,732
-105
| -0.9% | -$37.9K | 1.33% | 17 |
|
|
2024
Q4 | $4.75M | Buy |
11,837
+6
| +0.1% | +$2.41K | 1.45% | 16 |
|
|
2024
Q3 | $4.44M | Sell |
11,831
-196
| -2% | -$73.6K | 1.34% | 17 |
|
|
2024
Q2 | $4.38M | Sell |
12,027
-257
| -2% | -$93.7K | 1.42% | 16 |
|
|
2024
Q1 | $4.14M | Sell |
12,284
-617
| -5% | -$208K | 1.36% | 16 |
|
|
2023
Q4 | $3.91M | Sell |
12,901
-206
| -2% | -$62.5K | 1.4% | 17 |
|
|
2023
Q3 | $3.49M | Sell |
13,107
-1,157
| -8% | -$308K | 1.42% | 16 |
|
|
2023
Q2 | $3.93M | Sell |
14,264
-225
| -2% | -$61.9K | 1.5% | 16 |
|
|
2023
Q1 | $3.54M | Sell |
14,489
-456
| -3% | -$111K | 1.44% | 16 |
|
|
2022
Q4 | $3.2M | Buy |
14,945
+22
| +0.1% | +$4.71K | 1.38% | 16 |
|
|
2022
Q3 | $3.14M | Sell |
14,923
-446
| -3% | -$93.8K | 1.48% | 15 |
|
|
2022
Q2 | $3.36M | Buy |
15,369
+6
| +0% | +$1.31K | 1.53% | 15 |
|
|
2022
Q1 | $4.27M | Sell |
15,363
-1,586
| -9% | -$440K | 1.7% | 14 |
|
|
2021
Q4 | $5.18M | Buy |
16,949
+49
| +0.3% | +$15K | 2.01% | 14 |
|
|
2021
Q3 | $4.63M | Sell |
16,900
-354
| -2% | -$97K | 1.95% | 14 |
|
|
2021
Q2 | $4.68M | Sell |
17,254
-184
| -1% | -$50K | 1.99% | 14 |
|
|
2021
Q1 | $4.24M | Sell |
17,438
-1,128
| -6% | -$274K | 1.92% | 14 |
|
|
2020
Q4 | $4.48M | Sell |
18,566
-388
| -2% | -$93.6K | 2.19% | 14 |
|
|
2020
Q3 | $4.11M | Sell |
18,954
-651
| -3% | -$141K | 2.43% | 13 |
|
|
2020
Q2 | $3.76M | Sell |
19,605
-217
| -1% | -$41.7K | 2.5% | 12 |
|
|
2020
Q1 | $2.99M | Sell |
19,822
-2,664
| -12% | -$401K | 2.41% | 12 |
|
|
2019
Q4 | $3.96M | Sell |
22,486
-2,082
| -8% | -$366K | 2.67% | 9 |
|
|
2019
Q3 | $3.92M | Sell |
24,568
-643
| -3% | -$103K | 2.99% | 8 |
|
|
2019
Q2 | $3.97M | Buy |
25,211
+15
| +0.1% | +$2.36K | 3.03% | 8 |
|
|
2019
Q1 | $3.81M | Buy |
25,196
+11
| +0% | +$1.67K | 3.12% | 9 |
|
|
2018
Q4 | $3.3M | Buy |
+25,185
| New | +$3.3M | 3.12% | 9 |
|