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Allegheny Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Allegheny Financial Group’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$381K Hold
3,456
– – 0.08% 164
2025
Q1 		$321K Hold
3,456
– – 0.08% 176
2024
Q4 		$351K Hold
3,456
– – 0.09% 165
2024
Q3 		$331K Hold
3,456
– – 0.08% 183
2024
Q2 		$320K Buy
+3,456
New +$320K 0.09% 169