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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$435K	Buy	3,295 +10	+0.3%	+$1.32K	0.13%	42
2025 Q1	$414K	Buy	3,285 +10	+0.3%	+$1.26K	0.13%	41
2024 Q4	$424K	Buy	3,275 +12	+0.4%	+$1.55K	0.13%	43
2024 Q3	$431K	Buy	3,263 +12	+0.4%	+$1.59K	0.13%	43
2024 Q2	$392K	Buy	3,251 +9	+0.3%	+$1.09K	0.13%	45
2024 Q1	$406K	Buy	3,242 +8	+0.2%	+$1K	0.13%	44
2023 Q4	$376K	Buy	3,234 +29	+0.9%	+$3.37K	0.13%	44
2023 Q3	$334K	Hold	3,205	–	–	0.14%	41
2023 Q2	$352K	Buy	3,205 +9	+0.3%	+$989	0.13%	41
2023 Q1	$339K	Sell	3,196 -331	-9%	-$35.2K	0.14%	44
2022 Q4	$371K	Buy	3,527 +10	+0.3%	+$1.05K	0.16%	41
2022 Q3	$338K	Hold	3,517	–	–	0.16%	41
2022 Q2	$357K	Hold	3,517	–	–	0.16%	44
2022 Q1	$421K	Sell	3,517 -335	-9%	-$40.1K	0.17%	44
2021 Q4	$471K	Buy	3,852 +340	+10%	+$41.6K	0.18%	41
2021 Q3	$398K	Buy	3,512 +861	+32%	+$97.6K	0.17%	43
2021 Q2	$305K	Buy	2,651 +3	+0.1%	+$345	0.13%	48
2021 Q1	$289K	Hold	2,648	–	–	0.13%	48
2020 Q4	$257K	Buy	2,648 +2	+0.1%	+$194	0.13%	48
2020 Q3	$214K	Buy	2,646 +2	+0.1%	+$162	0.13%	48
2020 Q2	$202K	Buy	+2,644	New	+$202K	0.13%	49
2020 Q1	–	Sell	-3,168	Closed	-$300K	–	49
2019 Q4	$300K	Hold	3,168	–	–	0.2%	43
2019 Q3	$284K	Hold	3,168	–	–	0.22%	43
2019 Q2	$282K	Hold	3,168	–	–	0.22%	42
2019 Q1	$275K	Hold	3,168	–	–	0.22%	41
2018 Q4	$242K	Buy	+3,168	New	+$242K	0.23%	43