Marshall Financial Group Inc Ishares Russell2000 Val ETF Transaction History

Marshall Financial Group Inc

$334 Million
Q2 2025

A detailed history of Marshall Financial Group Inc transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Marshall Financial Group Inc holds 1,424 shares of IWN stock, worth $229,363. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,424

Previous 1,714 16.92%

Holding current value

$229,363

Previous $258,000 13.18%

% of portfolio

0.07%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$131.84 - $157.76 $38,233 - $45,750	-290 Reduced 16.92%	1,424 $224,000
Q1 2025 Apr 30, 2025	BUY	$149.27 - $169.4 $298 - $338	2 Added 0.12%	1,714 $258,000
Q4 2024 Jan 24, 2025	BUY	$162.69 - $181.35 $1,464 - $1,632	9 Added 0.53%	1,712 $281,000
Q3 2024 Nov 04, 2024	BUY	$150.05 - $171.34 $1,350 - $1,542	9 Added 0.53%	1,703 $284,000
Q2 2024 Aug 09, 2024	BUY	$146.03 - $158.93 $1,168 - $1,271	8 Added 0.47%	1,694 $257,000
Q1 2024 May 08, 2024	BUY	$145.61 - $158.81 $873 - $952	6 Added 0.36%	1,686 $267,000
Q4 2023 Feb 07, 2024	BUY	$125.51 - $158.2 $2,635 - $3,322	21 Added 1.27%	1,680 $260,000
Q2 2023 Aug 10, 2023	BUY	$128.93 - $142.33 $773 - $853	6 Added 0.36%	1,659 $233,000
Q1 2023 May 02, 2023	BUY	$130.78 - $156.96 $784 - $941	6 Added 0.36%	1,653 $226,000
Q4 2022 Feb 03, 2023	BUY	$131.32 - $149.64 $262 - $299	2 Added 0.12%	1,647 $228,000
Q1 2022 May 10, 2022	SELL	$151.25 - $169.21 $18,906 - $21,151	-125 Reduced 7.06%	1,645 $266,000
Q4 2020 Feb 04, 2021	BUY	$100.9 - $132.3 $178,593 - $234,171	1,770 New	1,770 $233,000
Q1 2020 Apr 23, 2020	SELL	$71.79 - $129.5 $203,165 - $366,485	-2,830 Closed	0 $0
Q4 2018 Feb 11, 2019	BUY	$102.04 - $131.92 $288,773 - $373,333	2,830 New	2,830 $304,000

Others Institutions Holding IWN

# of Institutions

1,086

Shares Held

59M

Call Options Held

453K

Put Options Held

29.6K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

More about IWN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group Inc , based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group Inc with notifications on news.

Account

Marshall Financial Group Inc Ishares Russell2000 Val ETF Transaction History