Marshall Financial Group (Pennsylvania)’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
1,424
-290
| -17% | -$45.8K | 0.07% | 51 |
|
|
2025
Q1 | $259K | Buy |
1,714
+2
| +0.1% | +$302 | 0.08% | 50 |
|
|
2024
Q4 | $281K | Buy |
1,712
+9
| +0.5% | +$1.48K | 0.09% | 48 |
|
|
2024
Q3 | $284K | Buy |
1,703
+9
| +0.5% | +$1.5K | 0.09% | 48 |
|
|
2024
Q2 | $258K | Buy |
1,694
+8
| +0.5% | +$1.22K | 0.08% | 50 |
|
|
2024
Q1 | $268K | Buy |
1,686
+6
| +0.4% | +$953 | 0.09% | 48 |
|
|
2023
Q4 | $261K | Buy |
1,680
+21
| +1% | +$3.26K | 0.09% | 47 |
|
|
2023
Q3 | $225K | Hold |
1,659
| – | – | 0.09% | 44 |
|
|
2023
Q2 | $234K | Buy |
1,659
+6
| +0.4% | +$845 | 0.09% | 44 |
|
|
2023
Q1 | $227K | Buy |
1,653
+6
| +0.4% | +$822 | 0.09% | 47 |
|
|
2022
Q4 | $228K | Buy |
1,647
+2
| +0.1% | +$277 | 0.1% | 47 |
|
|
2022
Q3 | $212K | Hold |
1,645
| – | – | 0.1% | 51 |
|
|
2022
Q2 | $224K | Hold |
1,645
| – | – | 0.1% | 50 |
|
|
2022
Q1 | $266K | Sell |
1,645
-125
| -7% | -$20.2K | 0.11% | 49 |
|
|
2021
Q4 | $294K | Hold |
1,770
| – | – | 0.11% | 48 |
|
|
2021
Q3 | $284K | Hold |
1,770
| – | – | 0.12% | 50 |
|
|
2021
Q2 | $293K | Hold |
1,770
| – | – | 0.12% | 49 |
|
|
2021
Q1 | $282K | Hold |
1,770
| – | – | 0.13% | 49 |
|
|
2020
Q4 | $233K | Buy |
+1,770
| New | +$233K | 0.11% | 52 |
|
|
2020
Q1 | – | Sell |
-2,830
| Closed | -$364K | – | 47 |
|
|
2019
Q4 | $364K | Hold |
2,830
| – | – | 0.25% | 39 |
|
|
2019
Q3 | $338K | Hold |
2,830
| – | – | 0.26% | 39 |
|
|
2019
Q2 | $341K | Hold |
2,830
| – | – | 0.26% | 40 |
|
|
2019
Q1 | $339K | Hold |
2,830
| – | – | 0.28% | 39 |
|
|
2018
Q4 | $304K | Buy |
+2,830
| New | +$304K | 0.29% | 40 |
|