iShares Russell 1000 Value Index shares owned by Marshall Financial Group
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 10k | 179.11 |
| 2023-12-31 | $1.7M | 10k | 165.25 |
| 2023-09-30 | $1.5M | 10k | 151.82 |
| 2023-06-30 | $1.8M | 12k | 157.83 |
| 2023-03-31 | $1.8M | 12k | 152.26 |
| 2022-12-31 | $1.8M | 12k | 151.65 |
| 2022-09-30 | $1.6M | 12k | 136.01 |
| 2022-06-30 | $1.8M | 12k | 144.99 |
| 2022-03-31 | $2.1M | 13k | 165.99 |
| 2021-12-31 | $2.3M | 14k | 167.96 |
| 2021-09-30 | $2.4M | 15k | 156.50 |
| 2021-06-30 | $2.4M | 15k | 158.62 |
| 2021-03-31 | $2.3M | 15k | 151.55 |
| 2020-12-31 | $2.1M | 15k | 136.75 |
| 2020-09-30 | $1.8M | 16k | 118.11 |
| 2020-06-30 | $1.9M | 17k | 112.62 |
| 2020-03-31 | $1.9M | 19k | 99.19 |
| 2019-12-31 | $3.0M | 22k | 136.46 |
| 2019-09-30 | $2.8M | 22k | 128.28 |
| 2019-06-30 | $2.7M | 22k | 127.21 |
| 2019-03-31 | $2.7M | 22k | 123.48 |
| 2018-12-31 | $2.4M | 22k | 111.06 |
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