iShares Russell 2000 Index shares owned by Marshall Financial Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Marshall Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $958k | 4.3k | 220.86 |
| 2024-06-30 | $879k | 4.3k | 202.89 |
| 2024-03-31 | $910k | 4.3k | 210.30 |
| 2023-12-31 | $903k | 4.5k | 200.73 |
| 2023-09-30 | $794k | 4.5k | 176.73 |
| 2023-06-30 | $841k | 4.5k | 187.26 |
| 2023-03-31 | $801k | 4.5k | 178.40 |
| 2022-12-31 | $810k | 4.6k | 174.37 |
| 2022-09-30 | $764k | 4.6k | 164.90 |
| 2022-06-30 | $785k | 4.6k | 169.44 |
| 2022-03-31 | $950k | 4.6k | 205.18 |
| 2021-12-31 | $1.2M | 5.2k | 222.52 |
| 2021-09-30 | $1.2M | 5.6k | 218.74 |
| 2021-06-30 | $1.3M | 5.6k | 229.37 |
| 2021-03-31 | $1.2M | 5.5k | 220.84 |
| 2020-12-31 | $1.1M | 5.5k | 195.96 |
| 2020-09-30 | $831k | 5.5k | 149.86 |
| 2020-06-30 | $794k | 5.5k | 143.22 |
| 2020-03-31 | $634k | 5.5k | 114.44 |
| 2019-12-31 | $1.1M | 6.4k | 165.65 |
| 2019-09-30 | $967k | 6.4k | 151.26 |
| 2019-06-30 | $1.2M | 8.0k | 155.53 |
| 2019-03-31 | $1.2M | 8.0k | 153.12 |
| 2018-12-31 | $1.1M | 8.0k | 133.93 |