AFG
IWF icon

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

Allegheny Financial Group’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18M Buy
25,573
+493
+2% +$59.4K 0.34% 51
2026
Q1 		$2.67M Buy
25,080
+288
+1% +$32.7K 0.36% 48
2025
Q4 		$2.93M Buy
24,792
+292
+1% +$34.6K 0.43% 41
2025
Q3 		$2.87M Buy
24,500
+448
+2% +$49.9K 0.54% 35
2025
Q2 		$2.55M Buy
24,052
+580
+2% +$55.5K 0.57% 30
2025
Q1 		$2.12M Buy
23,472
+1,564
+7% +$154K 0.54% 31
2024
Q4 		$2.2M Buy
21,908
+6,164
+39% +$606K 0.57% 31
2024
Q3 		$1.48M Sell
15,744
-8
-0.1% -$725 0.36% 51
2024
Q2 		$1.44M Buy
15,752
+948
+6% +$80.9K 0.41% 44
2024
Q1 		$1.25M Sell
14,804
-1,824
-11% -$147K 0.38% 50
2023
Q4 		$1.26M Buy
16,628
+1,252
+8% +$88.5K 0.4% 42
2023
Q3 		$1.02M Buy
15,376
+1,152
+8% +$79.5K 0.38% 49
2023
Q2 		$979K Hold
14,224
– – 0.46% 38
2023
Q1 		$869K Hold
14,224
– – 0.35% 59
2022
Q4 		$762K Buy
14,224
+9,352
+192% +$514K 0.32% 62
2022
Q3 		$256K Buy
+4,872
New +$286K 0.12% 124

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Allegheny Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 2% in Q2 2026, buying an estimated $59.4K and bringing the position to 25,573 shares worth $3.18M. The position accounts for 0.34% of the portfolio, ranked #51.

Allegheny Financial Group first reported a position in IWF in Q3 2022 and has held it in 16 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Allegheny Financial Group held 25,573 shares of iShares Russell 1000 Growth ETF worth $3.18M as of Q2 2026.
  • Allegheny Financial Group bought 493 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $59.4K.
  • iShares Russell 1000 Growth ETF made up 0.34% of Allegheny Financial Group's portfolio in Q2 2026, its #51 holding.
  • Allegheny Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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