MFGP
IWO icon

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

Marshall Financial Group (Pennsylvania)’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.96M Buy
6,128
+4
+0.1% +$1.21K 0.54% 24
2025
Q2 		$1.75M Sell
6,124
-424
-6% -$112K 0.52% 26
2025
Q1 		$1.67M Sell
6,548
-262
-4% -$73.9K 0.53% 25
2024
Q4 		$1.96M Sell
6,810
-38
-0.6% -$11.2K 0.6% 24
2024
Q3 		$1.94M Sell
6,848
-245
-3% -$67.1K 0.59% 22
2024
Q2 		$1.86M Buy
7,093
+7
+0.1% +$1.82K 0.6% 21
2024
Q1 		$1.92M Buy
7,086
+7
+0.1% +$1.79K 0.63% 21
2023
Q4 		$1.79M Buy
7,079
+621
+10% +$140K 0.64% 22
2023
Q3 		$1.45M Hold
6,458
– – 0.59% 24
2023
Q2 		$1.57M Buy
6,458
+7
+0.1% +$1.6K 0.6% 24
2023
Q1 		$1.46M Sell
6,451
-224
-3% -$51.2K 0.59% 25
2022
Q4 		$1.43M Sell
6,675
-17
-0.3% -$3.73K 0.62% 25
2022
Q3 		$1.38M Buy
6,692
+530
+9% +$119K 0.65% 24
2022
Q2 		$1.27M Buy
6,162
+3
+0% +$669 0.58% 26
2022
Q1 		$1.57M Buy
6,159
+3
+0% +$768 0.63% 24
2021
Q4 		$1.8M Buy
6,156
+6
+0.1% +$1.81K 0.7% 24
2021
Q3 		$1.81M Sell
6,150
-165
-3% -$49.6K 0.76% 24
2021
Q2 		$1.97M Buy
6,315
+3
+0% +$903 0.84% 23
2021
Q1 		$1.9M Sell
6,312
-65
-1% -$20.2K 0.86% 21
2020
Q4 		$1.83M Sell
6,377
-293
-4% -$74.7K 0.9% 22
2020
Q3 		$1.48M Buy
6,670
+3
+0% +$657 0.87% 24
2020
Q2 		$1.38M Buy
6,667
+8
+0.1% +$1.5K 0.92% 23
2020
Q1 		$1.05M Sell
6,659
-723
-10% -$144K 0.85% 23
2019
Q4 		$1.58M Sell
7,382
-194
-3% -$39.4K 1.07% 18
2019
Q3 		$1.46M Sell
7,576
-49
-0.6% -$9.71K 1.11% 16
2019
Q2 		$1.53M Buy
7,625
+5
+0.1% +$989 1.17% 16
2019
Q1 		$1.5M Buy
7,620
+3
+0% +$571 1.23% 16
2018
Q4 		$1.28M Buy
+7,617
New +$1.42M 1.21% 16

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Marshall Financial Group (Pennsylvania) increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.07% in Q3 2025, buying an estimated $1.21K and bringing the position to 6,128 shares worth $1.96M. The position accounts for 0.54% of the portfolio, ranked #24.

Marshall Financial Group (Pennsylvania) first reported a position in IWO in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.97M in Q2 2021. 991 funds tracked by Wall St. Rank hold IWO as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 6,128 shares of iShares Russell 2000 Growth ETF worth $1.96M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 4 iShares Russell 2000 Growth ETF shares in Q3 2025, an estimated $1.21K.
  • iShares Russell 2000 Growth ETF made up 0.54% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #24 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 28 quarters since.
  • Marshall Financial Group (Pennsylvania)'s iShares Russell 2000 Growth ETF position peaked at $1.97M in Q2 2021.
  • 991 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2025.

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