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

Marshall Financial Group (Pennsylvania)’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$252K Buy
1,427
+3
+0.2% +$506 0.07% 47
2025
Q2 		$225K Sell
1,424
-290
-17% -$43.2K 0.07% 51
2025
Q1 		$259K Buy
1,714
+2
+0.1% +$323 0.08% 50
2024
Q4 		$281K Buy
1,712
+9
+0.5% +$1.54K 0.09% 48
2024
Q3 		$284K Buy
1,703
+9
+0.5% +$1.46K 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% +$909 0.09% 48
2023
Q4 		$261K Buy
1,680
+21
+1% +$2.91K 0.09% 47
2023
Q3 		$225K Hold
1,659
– – 0.09% 44
2023
Q2 		$234K Buy
1,659
+6
+0.4% +$811 0.09% 44
2023
Q1 		$227K Buy
1,653
+6
+0.4% +$870 0.09% 47
2022
Q4 		$228K Buy
1,647
+2
+0.1% +$282 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% -$19.9K 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 +$209K 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 +$341K 0.29% 40

Other funds holding IWN

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Marshall Financial Group (Pennsylvania) increased its iShares Russell 2000 Value ETF (IWN) stake by 0.21% in Q3 2025, buying an estimated $506 and bringing the position to 1,427 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #47.

Marshall Financial Group (Pennsylvania) first reported a position in IWN in Q4 2018 and has held it in 25 quarters since. The position peaked at $364K in Q4 2019. 972 funds tracked by Wall St. Rank hold IWN as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 1,427 shares of iShares Russell 2000 Value ETF worth $252K as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 3 iShares Russell 2000 Value ETF shares in Q3 2025, an estimated $506.
  • iShares Russell 2000 Value ETF made up 0.07% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #47 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in iShares Russell 2000 Value ETF in Q4 2018 and has held it in 25 quarters since.
  • Marshall Financial Group (Pennsylvania)'s iShares Russell 2000 Value ETF position peaked at $364K in Q4 2019.
  • 972 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2025.

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