Allegheny Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
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|
2025
Q1 | $1.65M | Buy |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $1.58M | Buy |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $632K | Sell |
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|
2023
Q1 | $918K | Buy |
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|
2022
Q4 | $820K | Hold |
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|
2022
Q3 | $768K | Buy |
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|
2022
Q2 | $767K | Buy |
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|
2022
Q1 | $427K | Buy |
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