Marshall Financial Group (Pennsylvania)’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Sell |
4,126
-23
| -0.6% | -$4.96K | 0.27% | 31 |
|
|
2025
Q1 | $828K | Buy |
4,149
+2
| +0% | +$399 | 0.26% | 31 |
|
|
2024
Q4 | $916K | Sell |
4,147
-189
| -4% | -$41.8K | 0.28% | 32 |
|
|
2024
Q3 | $958K | Buy |
4,336
+4
| +0.1% | +$883 | 0.29% | 31 |
|
|
2024
Q2 | $879K | Buy |
4,332
+3
| +0.1% | +$609 | 0.29% | 32 |
|
|
2024
Q1 | $910K | Sell |
4,329
-170
| -4% | -$35.8K | 0.3% | 30 |
|
|
2023
Q4 | $903K | Buy |
4,499
+8
| +0.2% | +$1.61K | 0.32% | 30 |
|
|
2023
Q3 | $794K | Hold |
4,491
| – | – | 0.32% | 30 |
|
|
2023
Q2 | $841K | Buy |
4,491
+3
| +0.1% | +$562 | 0.32% | 31 |
|
|
2023
Q1 | $801K | Sell |
4,488
-155
| -3% | -$27.7K | 0.33% | 31 |
|
|
2022
Q4 | $810K | Buy |
4,643
+10
| +0.2% | +$1.74K | 0.35% | 30 |
|
|
2022
Q3 | $764K | Hold |
4,633
| – | – | 0.36% | 30 |
|
|
2022
Q2 | $785K | Buy |
4,633
+3
| +0.1% | +$508 | 0.36% | 31 |
|
|
2022
Q1 | $950K | Sell |
4,630
-547
| -11% | -$112K | 0.38% | 29 |
|
|
2021
Q4 | $1.15M | Sell |
5,177
-373
| -7% | -$83K | 0.45% | 28 |
|
|
2021
Q3 | $1.21M | Hold |
5,550
| – | – | 0.51% | 26 |
|
|
2021
Q2 | $1.27M | Buy |
5,550
+3
| +0.1% | +$688 | 0.54% | 26 |
|
|
2021
Q1 | $1.23M | Hold |
5,547
| – | – | 0.56% | 26 |
|
|
2020
Q4 | $1.09M | Buy |
5,547
+2
| +0% | +$392 | 0.53% | 27 |
|
|
2020
Q3 | $831K | Buy |
5,545
+1
| +0% | +$150 | 0.49% | 29 |
|
|
2020
Q2 | $794K | Buy |
5,544
+4
| +0.1% | +$573 | 0.53% | 29 |
|
|
2020
Q1 | $634K | Sell |
5,540
-859
| -13% | -$98.3K | 0.51% | 29 |
|
|
2019
Q4 | $1.06M | Buy |
6,399
+6
| +0.1% | +$994 | 0.72% | 24 |
|
|
2019
Q3 | $967K | Sell |
6,393
-1,612
| -20% | -$244K | 0.74% | 23 |
|
|
2019
Q2 | $1.25M | Buy |
8,005
+5
| +0.1% | +$778 | 0.95% | 19 |
|
|
2019
Q1 | $1.23M | Buy |
8,000
+3
| +0% | +$459 | 1% | 18 |
|
|
2018
Q4 | $1.07M | Buy |
+7,997
| New | +$1.07M | 1.01% | 18 |
|