Allegheny Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Sell |
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|
2025
Q1 | $2.38M | Buy |
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|
2024
Q4 | $2.25M | Buy |
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|
2024
Q3 | $2.11M | Buy |
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|
2024
Q2 | $1.91M | Buy |
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|
2024
Q1 | $1.89M | Buy |
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|
2023
Q4 | $1.74M | Buy |
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|
2023
Q3 | $937K | Buy |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $934K | Buy |
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|
2022
Q4 | $920K | Hold |
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|
2022
Q3 | $824K | Buy |
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|
2022
Q2 | $836K | Buy |
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|
2022
Q1 | $479K | Buy |
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