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

Marshall Financial Group (Pennsylvania)’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.03M	Buy	7,210 +129	+2%	+$18.2K	0.28%	30
2025 Q2	$982K	Buy	7,081 +6	+0.1%	+$759	0.29%	30
2025 Q1	$831K	Buy	7,075 +4	+0.1%	+$514	0.26%	30
2024 Q4	$896K	Sell	7,071 -624	-8%	-$79.3K	0.27%	33
2024 Q3	$903K	Buy	7,695 +9	+0.1%	+$1.01K	0.27%	33
2024 Q2	$848K	Buy	7,686 +7	+0.1%	+$769	0.28%	33
2024 Q1	$877K	Buy	7,679 +6	+0.1%	+$649	0.29%	31
2023 Q4	$802K	Buy	7,673 +22	+0.3%	+$2.09K	0.29%	31
2023 Q3	$699K	Hold	7,651	–	–	0.28%	32
2023 Q2	$739K	Buy	7,651 +5	+0.1%	+$456	0.28%	33
2023 Q1	$696K	Buy	7,646 +9	+0.1%	+$803	0.28%	34
2022 Q4	$638K	Buy	7,637 +22	+0.3%	+$1.85K	0.27%	33
2022 Q3	$597K	Hold	7,615	–	–	0.28%	35
2022 Q2	$603K	Buy	7,615 +3	+0%	+$261	0.27%	34
2022 Q1	$765K	Sell	7,612 -777	-9%	-$77.4K	0.31%	32
2021 Q4	$967K	Buy	8,389 +785	+10%	+$91.5K	0.37%	30
2021 Q3	$852K	Hold	7,604	–	–	0.36%	30
2021 Q2	$861K	Sell	7,604 -1,665	-18%	-$178K	0.37%	30
2021 Q1	$946K	Hold	9,269	–	–	0.43%	28
2020 Q4	$951K	Sell	9,269 -1,515	-14%	-$144K	0.47%	29
2020 Q3	$932K	Buy	10,784 +4	+0%	+$338	0.55%	28
2020 Q2	$852K	Buy	10,780 +8	+0.1%	+$580	0.57%	28
2020 Q1	$655K	Hold	10,772	–	–	0.53%	28
2019 Q4	$822K	Buy	10,772 +6	+0.1%	+$440	0.56%	25
2019 Q3	$761K	Hold	10,766	–	–	0.58%	26
2019 Q2	$768K	Buy	10,766 +4	+0%	+$278	0.59%	25
2019 Q1	$730K	Sell	10,762 -762	-7%	-$48.9K	0.6%	23
2018 Q4	$655K	Buy	+11,524	New	+$701K	0.62%	23

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Marshall Financial Group (Pennsylvania) increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.8% in Q3 2025, buying an estimated $18.2K and bringing the position to 7,210 shares worth $1.03M. The position accounts for 0.28% of the portfolio, ranked #30.

Marshall Financial Group (Pennsylvania) first reported a position in IWP in Q4 2018 and has held it in 28 quarters since. 1,160 funds tracked by Wall St. Rank hold IWP as of Q3 2025.

Marshall Financial Group (Pennsylvania) held 7,210 shares of iShares Russell Mid-Cap Growth ETF worth $1.03M as of Q3 2025.
Marshall Financial Group (Pennsylvania) bought 129 iShares Russell Mid-Cap Growth ETF shares in Q3 2025, an estimated $18.2K.
iShares Russell Mid-Cap Growth ETF made up 0.28% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #30 holding.
Marshall Financial Group (Pennsylvania) first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 28 quarters since.
1,160 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2025.

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