MARSHALL FINANCIAL GROUP INC /ADV's ownership history for IWF

MARSHALL FINANCIAL GROUP INC /ADV currently holds 11.8K shares with a market value of $5.5M. It started holding IWF on 2024-09-30. At its peak, it held 11.8K shares on 2024-12-31. Its highest holding value was $5.5M on 2025-09-30. At its lowest, it held 11.7K shares on 2025-03-31, with a value of $4.2M on 2025-03-31. In the recent 180 days, MARSHALL FINANCIAL GROUP INC /ADV has increased its shares by 37. In the recent year, MARSHALL FINANCIAL GROUP INC /ADV has decreased its shares by 62.