iShares Russell 1000 Index shares owned by Marshall Financial Group
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 5.8k | 365.45 |
| 2025-06-30 | $2.0M | 5.8k | 339.58 |
| 2025-03-31 | $1.8M | 5.8k | 306.74 |
| 2024-12-31 | $1.9M | 5.8k | 322.14 |
| 2024-09-30 | $1.8M | 5.8k | 314.37 |
| 2024-06-30 | $1.7M | 5.8k | 297.52 |
| 2024-03-31 | $1.7M | 5.8k | 288.05 |
| 2023-12-31 | $1.7M | 6.4k | 262.25 |
| 2023-09-30 | $1.5M | 6.4k | 234.90 |
| 2023-06-30 | $1.6M | 6.7k | 243.73 |
| 2023-03-31 | $1.5M | 6.7k | 225.24 |
| 2022-12-31 | $1.5M | 7.0k | 210.53 |
| 2022-09-30 | $1.4M | 7.0k | 197.31 |
| 2022-06-30 | $1.5M | 7.0k | 207.77 |
| 2022-03-31 | $2.0M | 7.9k | 250.06 |
| 2021-12-31 | $2.2M | 8.1k | 264.45 |
| 2021-09-30 | $2.0M | 8.1k | 241.71 |
| 2021-06-30 | $2.0M | 8.1k | 242.07 |
| 2021-03-31 | $1.8M | 8.1k | 223.77 |
| 2020-12-31 | $1.7M | 8.1k | 211.83 |
| 2020-09-30 | $1.5M | 8.1k | 187.15 |
| 2020-06-30 | $1.4M | 7.9k | 171.68 |
| 2020-03-31 | $1.1M | 7.9k | 141.51 |
| 2019-12-31 | $1.4M | 7.9k | 178.39 |
| 2019-09-30 | $1.3M | 7.9k | 164.59 |
| 2019-06-30 | $1.3M | 7.9k | 162.80 |
| 2019-03-31 | $1.2M | 7.8k | 157.25 |
| 2018-12-31 | $1.1M | 7.8k | 138.75 |