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

MARSHALL FINANCIAL GROUP INC /ADV currently holds 4.1K shares with a market value of $984.5K. It started holding IWM on 2024-09-30. At its peak, it held 4.3K shares on 2024-09-30. Its highest holding value was $984.5K on 2025-09-30. At its lowest, it held 4.1K shares on 2025-09-30, with a value of $827.7K on 2025-03-31. In the recent 180 days, MARSHALL FINANCIAL GROUP INC /ADV has decreased its shares by 80. In the recent year, MARSHALL FINANCIAL GROUP INC /ADV has decreased its shares by 267.