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

Marshall Financial Group (Pennsylvania)’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$478K Buy
3,420
+125
+4% +$17.1K 0.13% 42
2025
Q2 		$435K Buy
3,295
+10
+0.3% +$1.25K 0.13% 42
2025
Q1 		$414K Buy
3,285
+10
+0.3% +$1.3K 0.13% 41
2024
Q4 		$424K Buy
3,275
+12
+0.4% +$1.61K 0.13% 43
2024
Q3 		$431K Buy
3,263
+12
+0.4% +$1.52K 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% +$942 0.13% 44
2023
Q4 		$376K Buy
3,234
+29
+0.9% +$3.09K 0.13% 44
2023
Q3 		$334K Hold
3,205
– – 0.14% 41
2023
Q2 		$352K Buy
3,205
+9
+0.3% +$948 0.13% 41
2023
Q1 		$339K Sell
3,196
-331
-9% -$36.1K 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% -$39.4K 0.17% 44
2021
Q4 		$471K Buy
3,852
+340
+10% +$40.6K 0.18% 41
2021
Q3 		$398K Buy
3,512
+861
+32% +$99.7K 0.17% 43
2021
Q2 		$305K Buy
2,651
+3
+0.1% +$344 0.13% 48
2021
Q1 		$289K Hold
2,648
– – 0.13% 48
2020
Q4 		$257K Buy
2,648
+2
+0.1% +$180 0.13% 48
2020
Q3 		$214K Buy
2,646
+2
+0.1% +$162 0.13% 48
2020
Q2 		$202K Buy
+2,644
New +$192K 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 +$265K 0.23% 43

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Marshall Financial Group (Pennsylvania) increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.8% in Q3 2025, buying an estimated $17.1K and bringing the position to 3,420 shares worth $478K. The position accounts for 0.13% of the portfolio, ranked #42.

Marshall Financial Group (Pennsylvania) first reported a position in IWS in Q4 2018 and has held it in 27 quarters since. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 3,420 shares of iShares Russell Mid-Cap Value ETF worth $478K as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 125 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $17.1K.
  • iShares Russell Mid-Cap Value ETF made up 0.13% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #42 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 27 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

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