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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
Q2 		$2.54M Sell
6,195
-247
-4% -$97.9K 0.27% 60
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allegheny Financial Group's IWB Position: Q2 2026 in Review

Allegheny Financial Group reduced its iShares Russell 1000 ETF (IWB) stake by 3.8% in Q2 2026, selling an estimated $97.9K and leaving 6,195 shares worth $2.54M. The position accounts for 0.27% of the portfolio, ranked #60.

Allegheny Financial Group first reported a position in IWB in Q1 2022 and has held it in 18 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Allegheny Financial Group held 6,195 shares of iShares Russell 1000 ETF worth $2.54M as of Q2 2026.
  • Allegheny Financial Group sold 247 iShares Russell 1000 ETF shares in Q2 2026, an estimated $97.9K.
  • iShares Russell 1000 ETF made up 0.27% of Allegheny Financial Group's portfolio in Q2 2026, its #60 holding.
  • Allegheny Financial Group first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.