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
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Marshall Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $363k | 1.5k | 241.96 |
| 2025-06-30 | $329k | 1.5k | 219.73 |
| 2025-03-31 | $299k | 1.5k | 199.49 |
| 2024-12-31 | $331k | 1.5k | 220.96 |
| 2024-09-30 | $331k | 1.5k | 220.89 |
| 2024-06-30 | $304k | 1.5k | 202.89 |
| 2024-03-31 | $315k | 1.5k | 210.30 |
| 2023-12-31 | $301k | 1.5k | 200.71 |
| 2023-09-30 | $265k | 1.5k | 176.74 |
| 2023-06-30 | $281k | 1.5k | 187.27 |
| 2023-03-31 | $267k | 1.5k | 178.40 |