Allegheny Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
6,351
+959
| +18% | +$326K | 0.48% | 39 |
|
|
2025
Q1 | $1.65M | Buy |
5,392
+2
| +0% | +$614 | 0.42% | 46 |
|
|
2024
Q4 | $1.74M | Buy |
5,390
+67
| +1% | +$21.6K | 0.45% | 47 |
|
|
2024
Q3 | $1.67M | Buy |
5,323
+3
| +0.1% | +$943 | 0.41% | 45 |
|
|
2024
Q2 | $1.58M | Buy |
5,320
+680
| +15% | +$202K | 0.45% | 39 |
|
|
2024
Q1 | $1.34M | Sell |
4,640
-557
| -11% | -$160K | 0.41% | 42 |
|
|
2023
Q4 | $1.36M | Buy |
5,197
+427
| +9% | +$112K | 0.44% | 40 |
|
|
2023
Q3 | $1.12M | Buy |
4,770
+2,179
| +84% | +$512K | 0.42% | 43 |
|
|
2023
Q2 | $632K | Sell |
2,591
-1,485
| -36% | -$362K | 0.3% | 63 |
|
|
2023
Q1 | $918K | Buy |
4,076
+180
| +5% | +$40.5K | 0.37% | 55 |
|
|
2022
Q4 | $820K | Hold |
3,896
| – | – | 0.34% | 59 |
|
|
2022
Q3 | $768K | Buy |
3,896
+204
| +6% | +$40.2K | 0.36% | 57 |
|
|
2022
Q2 | $767K | Buy |
3,692
+1,983
| +116% | +$412K | 0.36% | 60 |
|
|
2022
Q1 | $427K | Buy |
+1,709
| New | +$427K | 0.18% | 91 |
|