Marshall Financial Group (Pennsylvania)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$982K	Buy	7,081 +6	+0.1%	+$832	0.29%	30
2025 Q1	$831K	Buy	7,075 +4	+0.1%	+$470	0.26%	30
2024 Q4	$896K	Sell	7,071 -624	-8%	-$79.1K	0.27%	33
2024 Q3	$903K	Buy	7,695 +9	+0.1%	+$1.06K	0.27%	33
2024 Q2	$848K	Buy	7,686 +7	+0.1%	+$772	0.28%	33
2024 Q1	$877K	Buy	7,679 +6	+0.1%	+$685	0.29%	31
2023 Q4	$802K	Buy	7,673 +22	+0.3%	+$2.3K	0.29%	31
2023 Q3	$699K	Hold	7,651	–	–	0.28%	32
2023 Q2	$739K	Buy	7,651 +5	+0.1%	+$483	0.28%	33
2023 Q1	$696K	Buy	7,646 +9	+0.1%	+$819	0.28%	34
2022 Q4	$638K	Buy	7,637 +22	+0.3%	+$1.84K	0.27%	33
2022 Q3	$597K	Hold	7,615	–	–	0.28%	35
2022 Q2	$603K	Buy	7,615 +3	+0%	+$238	0.27%	34
2022 Q1	$765K	Sell	7,612 -777	-9%	-$78.1K	0.31%	32
2021 Q4	$967K	Buy	8,389 +785	+10%	+$90.5K	0.37%	30
2021 Q3	$852K	Hold	7,604	–	–	0.36%	30
2021 Q2	$861K	Sell	7,604 -1,665	-18%	-$189K	0.37%	30
2021 Q1	$946K	Hold	9,269	–	–	0.43%	28
2020 Q4	$951K	Sell	9,269 -1,515	-14%	-$155K	0.47%	29
2020 Q3	$932K	Buy	10,784 +4	+0%	+$346	0.55%	28
2020 Q2	$852K	Buy	10,780 +8	+0.1%	+$632	0.57%	28
2020 Q1	$655K	Hold	10,772	–	–	0.53%	28
2019 Q4	$822K	Buy	10,772 +6	+0.1%	+$458	0.56%	25
2019 Q3	$761K	Hold	10,766	–	–	0.58%	26
2019 Q2	$768K	Buy	10,766 +4	+0%	+$285	0.59%	25
2019 Q1	$730K	Sell	10,762 -762	-7%	-$51.7K	0.6%	23
2018 Q4	$655K	Buy	+11,524	New	+$655K	0.62%	23