AFG
Allegheny Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Sell |
70,399
-970
| -1% | -$60.2K | 0.97% | 19 |
|
|
2025
Q1 | $4.16M | Buy |
71,369
+14,762
| +26% | +$861K | 1.07% | 17 |
|
|
2024
Q4 | $3.53M | Buy |
56,607
+8,212
| +17% | +$512K | 0.91% | 18 |
|
|
2024
Q3 | $3.02M | Buy |
48,395
+1,390
| +3% | +$86.6K | 0.74% | 20 |
|
|
2024
Q2 | $2.75M | Buy |
47,005
+16,809
| +56% | +$984K | 0.79% | 21 |
|
|
2024
Q1 | $1.83M | Buy |
30,196
+23,958
| +384% | +$1.46M | 0.57% | 30 |
|
|
2023
Q4 | $1.73M | Buy |
6,238
+639
| +11% | +$177K | 0.56% | 33 |
|
|
2023
Q3 | $1.4M | Buy |
5,599
+2,509
| +81% | +$626K | 0.52% | 33 |
|
|
2023
Q2 | $808K | Sell |
3,090
-2,084
| -40% | -$545K | 0.38% | 48 |
|
|
2023
Q1 | $1.29M | Buy |
5,174
+441
| +9% | +$110K | 0.52% | 33 |
|
|
2022
Q4 | $1.14M | Buy |
4,733
+5
| +0.1% | +$1.21K | 0.48% | 37 |
|
|
2022
Q3 | $1.04M | Buy |
4,728
+167
| +4% | +$36.6K | 0.49% | 38 |
|
|
2022
Q2 | $1.03M | Buy |
4,561
+1,703
| +60% | +$385K | 0.48% | 41 |
|
|
2022
Q1 | $767K | Buy |
2,858
+1,663
| +139% | +$446K | 0.32% | 61 |
|
|
2021
Q4 | $338K | Buy |
1,195
+3
| +0.3% | +$849 | 0.13% | 110 |
|
|
2021
Q3 | $314K | Sell |
1,192
-33
| -3% | -$8.69K | 0.14% | 104 |
|
|
2021
Q2 | $329K | Sell |
1,225
-144
| -11% | -$38.7K | 0.15% | 102 |
|
|
2021
Q1 | $356K | Buy |
1,369
+149
| +12% | +$38.7K | 0.26% | 61 |
|
|
2020
Q4 | $280K | Buy |
+1,220
| New | +$280K | 0.15% | 100 |
|