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

Marshall Financial Group (Pennsylvania)’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.51M Buy
47,076
+128
+0.3% +$14.3K 1.52% 16
2025
Q2 		$4.98M Buy
46,948
+20
+0% +$1.91K 1.49% 16
2025
Q1 		$4.24M Sell
46,928
-420
-0.9% -$41.4K 1.33% 17
2024
Q4 		$4.75M Buy
47,348
+24
+0.1% +$2.36K 1.45% 16
2024
Q3 		$4.44M Sell
47,324
-784
-2% -$71.1K 1.34% 17
2024
Q2 		$4.38M Sell
48,108
-1,028
-2% -$87.8K 1.42% 16
2024
Q1 		$4.14M Sell
49,136
-2,468
-5% -$199K 1.36% 16
2023
Q4 		$3.91M Sell
51,604
-824
-2% -$58.3K 1.4% 17
2023
Q3 		$3.49M Sell
52,428
-4,628
-8% -$320K 1.42% 16
2023
Q2 		$3.93M Sell
57,056
-900
-2% -$57.2K 1.5% 16
2023
Q1 		$3.54M Sell
57,956
-1,824
-3% -$105K 1.44% 16
2022
Q4 		$3.2M Buy
59,780
+88
+0.1% +$4.84K 1.38% 16
2022
Q3 		$3.14M Sell
59,692
-1,784
-3% -$105K 1.48% 15
2022
Q2 		$3.36M Buy
61,476
+24
+0% +$1.44K 1.53% 15
2022
Q1 		$4.26M Sell
61,452
-6,344
-9% -$433K 1.7% 14
2021
Q4 		$5.18M Buy
67,796
+196
+0.3% +$14.5K 2.01% 14
2021
Q3 		$4.63M Sell
67,600
-1,416
-2% -$100K 1.95% 14
2021
Q2 		$4.68M Sell
69,016
-736
-1% -$47.5K 1.99% 14
2021
Q1 		$4.24M Sell
69,752
-4,512
-6% -$275K 1.92% 14
2020
Q4 		$4.48M Sell
74,264
-1,552
-2% -$88.3K 2.19% 14
2020
Q3 		$4.11M Sell
75,816
-2,604
-3% -$137K 2.43% 13
2020
Q2 		$3.76M Sell
78,420
-868
-1% -$38.3K 2.5% 12
2020
Q1 		$2.99M Sell
79,288
-10,656
-12% -$459K 2.41% 12
2019
Q4 		$3.96M Sell
89,944
-8,328
-8% -$348K 2.67% 9
2019
Q3 		$3.92M Sell
98,272
-2,572
-3% -$103K 2.99% 8
2019
Q2 		$3.97M Buy
100,844
+60
+0.1% +$2.32K 3.03% 8
2019
Q1 		$3.81M Buy
100,784
+44
+0% +$1.58K 3.12% 9
2018
Q4 		$3.3M Buy
+100,740
New +$3.55M 3.12% 9

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Marshall Financial Group (Pennsylvania) increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.27% in Q3 2025, buying an estimated $14.3K and bringing the position to 47,076 shares worth $5.51M. The position accounts for 1.52% of the portfolio, ranked #16.

Marshall Financial Group (Pennsylvania) first reported a position in IWF in Q4 2018 and has held it in 28 quarters since. 2,351 funds tracked by Wall St. Rank hold IWF as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 47,076 shares of iShares Russell 1000 Growth ETF worth $5.51M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 128 iShares Russell 1000 Growth ETF shares in Q3 2025, an estimated $14.3K.
  • iShares Russell 1000 Growth ETF made up 1.52% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #16 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 28 quarters since.
  • 2,351 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2025.

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