Marshall Financial Group (Pennsylvania)’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
6,124
-424
| -6% | -$121K | 0.52% | 26 |
|
|
2025
Q1 | $1.67M | Sell |
6,548
-262
| -4% | -$67K | 0.53% | 25 |
|
|
2024
Q4 | $1.96M | Sell |
6,810
-38
| -0.6% | -$10.9K | 0.6% | 24 |
|
|
2024
Q3 | $1.94M | Sell |
6,848
-245
| -3% | -$69.6K | 0.59% | 22 |
|
|
2024
Q2 | $1.86M | Buy |
7,093
+7
| +0.1% | +$1.84K | 0.6% | 21 |
|
|
2024
Q1 | $1.92M | Buy |
7,086
+7
| +0.1% | +$1.9K | 0.63% | 21 |
|
|
2023
Q4 | $1.79M | Buy |
7,079
+621
| +10% | +$157K | 0.64% | 22 |
|
|
2023
Q3 | $1.45M | Hold |
6,458
| – | – | 0.59% | 24 |
|
|
2023
Q2 | $1.57M | Buy |
6,458
+7
| +0.1% | +$1.7K | 0.6% | 24 |
|
|
2023
Q1 | $1.46M | Sell |
6,451
-224
| -3% | -$50.8K | 0.59% | 25 |
|
|
2022
Q4 | $1.43M | Sell |
6,675
-17
| -0.3% | -$3.65K | 0.62% | 25 |
|
|
2022
Q3 | $1.38M | Buy |
6,692
+530
| +9% | +$110K | 0.65% | 24 |
|
|
2022
Q2 | $1.27M | Buy |
6,162
+3
| +0% | +$619 | 0.58% | 26 |
|
|
2022
Q1 | $1.58M | Buy |
6,159
+3
| +0% | +$767 | 0.63% | 24 |
|
|
2021
Q4 | $1.8M | Buy |
6,156
+6
| +0.1% | +$1.76K | 0.7% | 24 |
|
|
2021
Q3 | $1.81M | Sell |
6,150
-165
| -3% | -$48.5K | 0.76% | 24 |
|
|
2021
Q2 | $1.97M | Buy |
6,315
+3
| +0% | +$935 | 0.84% | 23 |
|
|
2021
Q1 | $1.9M | Sell |
6,312
-65
| -1% | -$19.5K | 0.86% | 21 |
|
|
2020
Q4 | $1.83M | Sell |
6,377
-293
| -4% | -$84K | 0.9% | 22 |
|
|
2020
Q3 | $1.48M | Buy |
6,670
+3
| +0% | +$665 | 0.87% | 24 |
|
|
2020
Q2 | $1.38M | Buy |
6,667
+8
| +0.1% | +$1.66K | 0.92% | 23 |
|
|
2020
Q1 | $1.05M | Sell |
6,659
-723
| -10% | -$114K | 0.85% | 23 |
|
|
2019
Q4 | $1.58M | Sell |
7,382
-194
| -3% | -$41.5K | 1.07% | 18 |
|
|
2019
Q3 | $1.46M | Sell |
7,576
-49
| -0.6% | -$9.44K | 1.11% | 16 |
|
|
2019
Q2 | $1.53M | Buy |
7,625
+5
| +0.1% | +$1.01K | 1.17% | 16 |
|
|
2019
Q1 | $1.5M | Buy |
7,620
+3
| +0% | +$590 | 1.23% | 16 |
|
|
2018
Q4 | $1.28M | Buy |
+7,617
| New | +$1.28M | 1.21% | 16 |
|