Allegheny Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Allegheny Financial Group’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.3M	Buy	6,442 +86	+1%	+$32K	0.31%	56
2025 Q4	$2.37M	Buy	6,356 +3	+0%	+$1.11K	0.35%	51
2025 Q3	$2.32M	Buy	6,353 +2	+0%	+$704	0.43%	45
2025 Q2	$2.16M	Buy	6,351 +959	+18%	+$301K	0.48%	39
2025 Q1	$1.65M	Buy	5,392 +2	+0%	+$647	0.42%	46
2024 Q4	$1.74M	Buy	5,390 +67	+1%	+$21.7K	0.45%	47
2024 Q3	$1.67M	Buy	5,323 +3	+0.1%	+$909	0.41%	45
2024 Q2	$1.58M	Buy	5,320 +680	+15%	+$195K	0.45%	39
2024 Q1	$1.34M	Sell	4,640 -557	-11%	-$153K	0.41%	42
2023 Q4	$1.36M	Buy	5,197 +427	+9%	+$105K	0.44%	40
2023 Q3	$1.12M	Buy	4,770 +2,179	+84%	+$533K	0.42%	43
2023 Q2	$632K	Sell	2,591 -1,485	-36%	-$342K	0.3%	63
2023 Q1	$918K	Buy	4,076 +180	+5%	+$39.6K	0.37%	55
2022 Q4	$820K	Hold	3,896	–	–	0.34%	59
2022 Q3	$768K	Buy	3,896 +204	+6%	+$44.7K	0.36%	57
2022 Q2	$767K	Buy	3,692 +1,983	+116%	+$448K	0.36%	60
2022 Q1	$427K	Buy	+1,709	New	+$422K	0.18%	91

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Allegheny Financial Group's IWB Position: Q1 2026 in Review

Allegheny Financial Group increased its iShares Russell 1000 ETF (IWB) stake by 1.4% in Q1 2026, buying an estimated $32K and bringing the position to 6,442 shares worth $2.3M. The position accounts for 0.31% of the portfolio, ranked #56.

Allegheny Financial Group first reported a position in IWB in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.37M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Allegheny Financial Group held 6,442 shares of iShares Russell 1000 ETF worth $2.3M as of Q1 2026.
Allegheny Financial Group bought 86 iShares Russell 1000 ETF shares in Q1 2026, an estimated $32K.
iShares Russell 1000 ETF made up 0.31% of Allegheny Financial Group's portfolio in Q1 2026, its #56 holding.
Allegheny Financial Group first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 17 quarters since.
Allegheny Financial Group's iShares Russell 1000 ETF position peaked at $2.37M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Allegheny Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.