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Marshall Financial Group (Pennsylvania)’s iShares Russell 2000 ETF IWM Stock Holding History

Marshall Financial Group (Pennsylvania)’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$985K Sell
4,069
-57
-1% -$13.1K 0.27% 31
2025
Q2 		$890K Sell
4,126
-23
-0.6% -$4.63K 0.27% 31
2025
Q1 		$828K Buy
4,149
+2
+0% +$434 0.26% 31
2024
Q4 		$916K Sell
4,147
-189
-4% -$43.1K 0.28% 32
2024
Q3 		$958K Buy
4,336
+4
+0.1% +$856 0.29% 31
2024
Q2 		$879K Buy
4,332
+3
+0.1% +$606 0.29% 32
2024
Q1 		$910K Sell
4,329
-170
-4% -$33.9K 0.3% 30
2023
Q4 		$903K Buy
4,499
+8
+0.2% +$1.43K 0.32% 30
2023
Q3 		$794K Hold
4,491
– – 0.32% 30
2023
Q2 		$841K Buy
4,491
+3
+0.1% +$535 0.32% 31
2023
Q1 		$801K Sell
4,488
-155
-3% -$28.5K 0.33% 31
2022
Q4 		$810K Buy
4,643
+10
+0.2% +$1.78K 0.35% 30
2022
Q3 		$764K Hold
4,633
– – 0.36% 30
2022
Q2 		$785K Buy
4,633
+3
+0.1% +$553 0.36% 31
2022
Q1 		$950K Sell
4,630
-547
-11% -$112K 0.38% 29
2021
Q4 		$1.15M Sell
5,177
-373
-7% -$84.3K 0.45% 28
2021
Q3 		$1.21M Hold
5,550
– – 0.51% 26
2021
Q2 		$1.27M Buy
5,550
+3
+0.1% +$675 0.54% 26
2021
Q1 		$1.23M Hold
5,547
– – 0.56% 26
2020
Q4 		$1.09M Buy
5,547
+2
+0% +$350 0.53% 27
2020
Q3 		$831K Buy
5,545
+1
+0% +$150 0.49% 29
2020
Q2 		$794K Buy
5,544
+4
+0.1% +$525 0.53% 29
2020
Q1 		$634K Sell
5,540
-859
-13% -$128K 0.51% 29
2019
Q4 		$1.06M Buy
6,399
+6
+0.1% +$948 0.72% 24
2019
Q3 		$967K Sell
6,393
-1,612
-20% -$246K 0.74% 23
2019
Q2 		$1.25M Buy
8,005
+5
+0.1% +$771 0.95% 19
2019
Q1 		$1.23M Buy
8,000
+3
+0% +$451 1% 18
2018
Q4 		$1.07M Buy
+7,997
New +$1.19M 1.01% 18

Other funds holding IWM

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

Marshall Financial Group (Pennsylvania) reduced its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q3 2025, selling an estimated $13.1K and leaving 4,069 shares worth $985K. The position accounts for 0.27% of the portfolio, ranked #31.

Marshall Financial Group (Pennsylvania) first reported a position in IWM in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.27M in Q2 2021. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 4,069 shares of iShares Russell 2000 ETF worth $985K as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) sold 57 iShares Russell 2000 ETF shares in Q3 2025, an estimated $13.1K.
  • iShares Russell 2000 ETF made up 0.27% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #31 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 28 quarters since.
  • Marshall Financial Group (Pennsylvania)'s iShares Russell 2000 ETF position peaked at $1.27M in Q2 2021.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

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