MARSHALL FINANCIAL GROUP INC /ADV: IWD position timeline

MARSHALL FINANCIAL GROUP INC /ADV held 9,167 IWD shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 9,167 shares

   Change vs previous 13F -59 shares

   0.51% of the 13F portfolio, value $1,866,251.

   13F-HR 0000701189-25-000003 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 9,226 shares

   Change vs previous 13F +22 shares

   0.54% of the 13F portfolio, value $1,791,998.

   13F-HR 0001221073-25-000070 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 9,204 shares

   Change vs previous 13F -295 shares

   0.54% of the 13F portfolio, value $1,731,791.

   13F-HR 0001221073-25-000048 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 9,499 shares

   Change vs previous 13F -682 shares

   0.54% of the 13F portfolio, value $1,758,619.

   13F-HR 0001221073-25-000011 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 10,181 shares

   Change vs previous 13F -28 shares

   0.58% of the 13F portfolio, value $1,932,380.

   13F-HR 0001221073-24-000096 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-06-30

   13F 10,209 shares

   Change vs previous 13F +22 shares

   0.58% of the 13F portfolio, value $1,781,078.

   13F-HR 0001221073-24-000061 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-03-31

   13F 10,187 shares

   Change vs previous 13F -84 shares

   0.6% of the 13F portfolio, value $1,824,574.

   13F-HR 0001221073-24-000038 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-12-31

   13F 10,271 shares

   Change vs previous 13F not available

   0.61% of the 13F portfolio, value $1,697,288.

   13F-HR 0001221073-24-000013 filed by MARSHALL FINANCIAL GROUP INC /ADV
   Filed 2024-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).